Workshop Registration Form - September 18th 2025 - University Center

Please complete the form below to register for our September 18th Workshop at the located at:

Courtyard by Marriott Pittsburgh University Center (Schenley I - III)

100 Lytton Avenue, Pittsburgh PA 15213

Primary Presenter:

James Lange, CPA/Attorney

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Workshop - September 18th, 2025

Please select all sessions that you would like to register for below:

10:00-12:00am

Roth Conversions After the OBBB: New Opportunities and New Pitfalls—How to Make the Most of 2025s Tax Landscape

Led by James Lange, CPA/Attorney with guests Jen Hall, CMA, CPA, CFP, CRPC and Dominic Bonaccorsi, CPA, CRPC

1:00-3:00pm

If You Retired Tomorrow, How Much Could You Afford to Spend?

James Lange, CPA/Attorney, and special guest, William Bengen will help near-retirees and retirees determine how much they can safely spend each year without outliving their nest egg.

3:15-5:00pm

The Best Estate Plan for Married University Faculty and Administrators