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Mark McGraw Co-Chairing Personal Financial Planning Conference SYRACUSE, N.Y., April 30, 2002 - Mark E. McGraw, CPA, PFS, and Bruce M. Milove, CPA, PFS, are serving as Conference C0-Chairs for the Foundation for Accounting Education's (FAE) Conference on Personal Financial Planning. The Conference is being held at the Sheraton New York Hotel and Towers in New York City on Thursday, June 20. McGraw is a principal with Fagliarone Group CPAs in Central New York. SYRACUSE, N.Y., April 30, 2002 - Mark E. McGraw, CPA, PFS, and Bruce M. Milove, CPA, PFS, are serving as Conference C0-Chairs for the Foundation for Accounting Education's (FAE) Conference on Personal Financial Planning. The Conference is being held at the Sheraton New York Hotel and Towers in New York City on Thursday, June 20. McGraw is a principal with Fagliarone Group CPAs in Central New York.
The conference agenda will feature case studies on topics ranging from retirement/estate planning to portfolio asset management to college planning. The conference luncheon will include speaker David Martin Darst, Managing Director of Morgan Stanley and the founding president of the Morgan Stanley Investment Group. Mr. Darst will discuss "Managing Investor Expectations in an Uncertain Investment Climate."
The conference is being sponsored by FAE, the professional educational entity of the New York State Society of Certified Public Accountants (NYSSCPA). All Certified Public Accountants (CPA's) licensed in New York State are required by the New York State Board for Public Accountancy to undergo 120 hours of Continuing Professional Education (CPE) credits over three years to maintain their license. All CPE courses are sponsored and conducted by the FAE and must comply with national standards which have been adopted by the NYSSCPA Board of Directors and the FAE Board of Trustees.
Mark E. McGraw, CPA, PFS, is a principal with Fagliarone Group CPAs. He currently practices in the areas of corporate, partnership and individual taxation, as well as estate, gift and trust taxation. He also specializes in financial, retirement and business planning. Bruce M. Milove, CPA, PFS, is a partner of Access Wealth Planning, a New Jersey based financial planning and asset portfolio management company.
Fagliarone Group CPAs, P.C. is a regional Certified Public Accounting (CPA) firm with offices in Syracuse, Auburn, Utica and Oswego. Established in 1972, the firm specializes in a wide range of financial services for both individuals and businesses, including tax planning and preparation, auditing and financial planning services. The firm has over 50 professionals on staff.
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