|Thursday, January 09, 2014
|4:30pm - 8:20pm (Registration at 4:30pm )
|The Peggy Brown Building, Lakeland
|1 Accounting and Auditing
2 Technical Business
|Florida Institute of CPAs (chapter)
Presented by Daryl Johnson
CPE: 1 Hour A&A
Personal Wealth Management & Case Studies
Presented by James Luffman, CPA/PFS
CPE: 1 Hour TB
Financial Planning for Women
Presented by Chas. P. Smith, CPA/PFS
CPE: 1 Hour TB
4:30-5:20 p.m. – Topic 1
5:20-6:00 p.m. – Social Time
6:00-6:50 p.m. – Topic 2
6:50-7:30 p.m. – Dinner
7:30-8:20 p.m. – Topic 3
$40 - Session 2 and 3; includes dinner
$45 - Session 1, 2 and 3; includes dinner
$45 - Session 2 and 3; includes dinner
$50 - Session 1, 2 and 3; includes dinner
Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.
Mail your reservation payment to:
Florida Institute of CPAs
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs
Include with payment:
Meal Choice (if applicable):
Chapter Registration Contact
Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.
Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.
December & January Meeting Update – There is no December meeting this year and the January meeting falls on the second Thursday of the month because of the holidays.Save the Date
- Feb. 6, 2014 – Lakeland Peggy Brown Building
- March 6, 2014 – Lakeland Lake Mirror Auditorium
- May TBD – Lakeland Tiger Town
- June 5, 2014 – Lakeland Peggy Brown Building
CPS Investment Advisors (CPS) is an independent professional money management firm located in Lakeland, Florida. CPS was established in 1975 by Chas P. Smith as a traditional tax and accounting firm, with an emphasis on financial planning. We have been providing investment advice since 1989 when we became registered with the Securities Exchange Commission.
The money management team at CPS is comprised of Certified Public Accountants who are also Personal Financial Specialists as designated by the American Institute of CPA's, and each has earned the Certificate of Educational Achievement Award in Personal Financial Planning from the AICPA. They each contribute a broad background of experience in financial planning and investments, and are frequent authors and lecturers in local, state, and national venues. The firm currently manages over $475 million in assets for individuals, corporations, not-for-profit organizations, private foundations, and retirement plan investors.
Our goal is to become The One and Only Financial Advisor You or Your Family Will Ever Need.
Through our CPAllianceTM program, we helped over 100 CPA firms become the only financial advisor their clients will ever need. The CPAllianceTM offers a complete insurance program of life, long term care and disability.
Learn more by clicking here.