Mobile Edition


Sailfish Chapter - Vero Beach Meeting / Social Security Strategies (SF022018)

 
Date:Tuesday, February 20, 2018
Time:12:00pm - 12:50pm
(Registration at 11:45am)
Facility:The Patio Seafood Tavern, Vero Beach
CPE Credit:1.0 Technical Business
Instructor: Christa N. Canavan
Vendor:Florida Institute of CPAs (Chapter)
Early Bird Price:$23.00 FICPA Members, $35.00 Non-Members

Description:

Social Security strategies
Credit(s) and Type: 1 | Technical Business
Speaker Name: Christa Norton Canavan, ChFC

Christa is a Registered Investment Advisor with more than 30 years of experience in the financial services industry.  She is the principal of Norton Financial Consultants, an independent financial planning firm established in 1982 with offices in Florida and Massachusetts.  Christa specializes in comprehensive financial planning, tax strategy, wealth management, and investment advisory services.  She enjoys working with like-minded individuals balancing multiple and competing priorities, such as retirement planning, education funding, protection, and lifestyle goals. Christa graduated from the University of Massachusetts Amherst School of Business Management with a BS in Business Management. She later earned the Chartered Financial Consultant (ChFC) certification from The American College in PA.  Additionally, she holds FINRA registrations 6, 22, 62, and 63 (through Commonwealth Financial Network). Christa maintains a Life, Accident and Health Insurance Producers License. Christa is also an Associate Member (non-CPA) of the Florida Institute of CPAs.

Chapter Registration Contact
Name: BARTH SATULOFF
Email: BSATULOFF@MSN.COM
Phone: 7725696826

Meal Description

Meal served during the presentation and includes a choice from 3 menu items and soft drink.

Member Cost $23
Non Member Cost $35
Student Cost: Free

Register Online
Click "ADD TO CART" button below.

Register by Phone
Call Member Services at (800) 342-3197.

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 
    3800 Esplanade Way Ste 210 
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs


  • Include with payment:
    Event Name:
    Name:
    Member Number:
    Firm:
    Meal Choice (if applicable):

Announcements

Special Message

Future Meetings

  • March 20, 2018, Michael Lampert, Esq., Federal Tax Update
  • April 24, 2018, Andrew F. Blum, Esq., CPA, Charitable Trusts
  • May 15, 2018, Amy Chappel, CPA, A & A
  • June 19, 2018, Ali Schlitt, CPA, A & A

Sponsor Information

The Sailfish Chapter graciously thanks its Annual Corporate Sponsor

TD Bank



Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Tuesday, February 20, 2018
General Sessions
Professional


Student