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Suncoast - Keys to Successful Retirement/Taxation Update/The Quality of Life (SU021518)

 
Date:Thursday, February 15, 2018
Time:4:00pm - 7:30pm
(Registration at 3:30pm )
Facility:Feather Sound Country Club, Clearwater
CPE Credit:3.0 Technical Business
Vendor:Florida Institute of CPAs (Chapter)
Course Level:Update
Early Bird Price:$40.00 FICPA Members, $60.00 Non-Members
Regular Price:$45.00 FICPA Members, $65.00 Non-Members on 2/15/2018

Description:

Keys To Successful Retirement
Credit(s) and Type: 1 | Technical Business
Speaker Name: J. Perez & S. Ferguson

Jodi Perez, 20635 Amberfield Drive, Suite 102, Land O’Lakes, FL  34638, (813) 908-2701, Toll-Free: (888) 811-1817
Email:
Jodi.Perez@raymondjames.comWebsite:  www.ifstampabay.com.

Sherida L. Ferguson, CFP®, CEBS®, AWMA®, CRPC®, Supervision Specialist III
Raymond James Advisory Supervision

Taxation Update
Credit(s) and Type: 1 | Technical Business
Speaker Name: Jonathan D. Marseglia

Jonathan D. Marseglia, Esq., C.P.A. 888 Executive Center Drive West Suite 101 888 Executive Center Drive West Suite 101 St. Petersburg, FL  33702  (727) 576-1245 / (813) 228-9709 / Fax (727) 578-4072, GARCIA & ORTIZ, P.A.

The Quality of Life
Credit(s) and Type: 1 | Technical Business
Speaker Name: Sherida L. Ferguson

Sherida L. Ferguson, CFP®, CEBS®, AWMA®, CRPC®, Supervision Specialist III
Raymond James Advisory Supervision

Chapter Registration Contact
Name: Cong Nguyen
Email: congn@bbkm.com
Phone: (813) 282-3400

Meal Description

Sirloin Steak, Fish or Chicken with reservation by noon on 2/9/18.  Chef's choice without timely reservation.

Member Cost $40.00
Non Member Cost $60.00
Student Cost: $10.00
Special Cost: $45 / $65 w/o reservations

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

There will be no March Chapter meeting.

Our next meeting will be held at Feather Sound Country Club on April 26, 2018 with 3 hours of CPE & dinner.

We will have a meeting at Feather Sound Country Club on May 17, 2018 with 3 hours of CPE & dinner.

We will have a meeting at Feather Sound Country Club on June 21, 2018 with 3 hours of CPE & dinner.

Sponsor Information

Saint Leo Tampa Education Center
1120 E. Kennedy Blvd., Suite 238
Tampa, FL 33602
(813) 743-3192
http://www.saintleo.edu/education-centers/locations/tampa-education-center.aspx



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.
Thursday, February 15, 2018
Professional or Student
Professional


Student Member


Meal Choice
Sirloin Steak


Chicken


Fish