70 Years of Investment Consulting

Webinar Qualifies For

• 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
• 1 General Credit of Finance for Accountant/Bookkeeper/Tax Professionals
• 1 CPD Credit of Finance for CPA in Canada
• 1 CPE Credit of Corporate Finance for Certified Management Accountants (CMA)
• 1 CPE Credit of Finance for Certified Valuation Analyst (CVA)
• 1 CPD Credit of Personal Financial Planning for Personal Financial Specialist (PFS)
• 1 PL Credit of Finance for Chartered Financial Analyst (CFA)
• 1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
• 1 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
• 1 CPE Credit of Finance for Certified Government Financial Manager (CGFM)
• 1 CPD Credit for Chartered Accountant - ICAEW
• 1 CE Credit of Long-Term Investments for Certified Treasury Professional (CTP)
• 1 CE Credit for Certified Wealth Strategist (CWS)
• 1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)
• 1 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
• 1 CPE Credit of Financial Planning for Financial Services Certified Professional (FSCP)
• 1 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
• 1 CPE Credit of Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
• 1 CE Credit of General finance principles and financial concepts for Certified FP&A Professional (FP&A)
• 1 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
• 1 CPD Credit for Chartered Accountants - Scotland
• 1 CPE Credit of Finance for Iowa Licensed Public Accountant (IA-LPA)
• 1 CPD Credit for CPA - Ireland
• 1 CPD Credit for Chartered Accountants - Ireland (CAI)
• 1 PL Credit of Finance for CIPM
• 1 CPE Credit of Finance for Maine Licensed Public Accountant (ME-LPA)
• 1 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
• 1 CPE Credit of Finance for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Ronald Surz

President, Target Date Solutions

Ronald J. Surz is president of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA® Monitor, as well as contributed to and edited several books. Ron's most recent book is Fiduciary Handbook for Understanding and Selecting Target Date Funds: It's All About the Beneficiaries. Ron has served as a member of the following boards and councils:

• City of San Clemente Finance Committee
• Investor/Consultant Subcommittee of the Global Investment Performance Standards (GIPS) Executive Committee, established by the CFA Institute
• Investment Management Consultants Association® (IMCA®) Board of Directors
• IMCA® Monitor (newsletter) Editorial Board
• IMCA® Standards of Practice Board Chair
• Cainsoft Advisory Board
• FinanceWare.com Advisory Board
• Association for Investment Management & Research (AIMR) After-Tax Subcommittee
• Risk-Controlled Growth (RCG) fund-of-hedge-funds Investment Committee
• Sortino Investment Advisors Advisory Board
• Capital Market Consultants Advisory Board
• President of the Southern California Chapter of IMCA®
• Rockwater Hedge LLC Advisory Board

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.