Professional Education Series

 A Wealth Of Knowledge

Oak Ridge Wealth Management offers ongoing education classes throughout the year for financial professionals. To register for a class listed on our calendar of events, please complete the form below.

Calendar Of Events

June 9, 2009
CPA Continuing Education
 “Strategies To Minimize The AMT” (1hr CPE)

June 17, 2009
Human Resource Professionals Continuing Education
 “Department Of Labor: Function & Form” (1hr HRCI accreditation)
Department Of Labor Guest Speaker

July 14, 2009
CPA Continuing Education
“Defined Benefits Plans: A New Funding Opportunity” (1hr CPE)

July 15, 2009
Human Resource Professionals Continuing Education
“Recessions and Bears: The Human Factor” (1hr HRCI accreditation)

August 11, 2009
CPA Continuing Education
 “Single K: For Small Business Owners”

August 19, 2009
Human Resource Professionals Continuing Education
“Defined Benefits Plans: A New Funding Opportunity Opportunity”
 (1 hr HRCI accreditation)

September 8, 2009
CPA Continuing Education
“IRS Regulations On Required Minimum Distributions” (1hr CPE)

September 16, 2009
Human Resource Professionals Continuing Education
“Deferred Compensation” (1hr HRCI accreditation)

October 13, 2009
CPA Continuing Education
“Tax Savings Strategies For IRA’s” (1hr CPE)

October 21, 2009
Human Resource Professionals Continuing Education
“Planning Opportunities For Early Retirement:  Rule 72(t)
(1hr HRCI accreditation)

November 10, 2009
CPA Continuing Education
“Credit Shelter Trusts” (1hr CPE)

November 18, 2009
Human Resource Professionals Continuing Education
“Family Leave Act: 2009 and Beyond” (1hr HRCI accreditation)

December 8, 2009
CPA Continuing Education
“Small Business Retirement Plan Market” (1hr CPE)

December 16, 2009
Human Resource Professional Continuing Education
“Employee Benefits” (1hr HRCI accreditation)