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Tallahassee - Personal Financial Planning (TA010918)

Date:Tuesday, January 9, 2018
Time:6:00pm - 8:00pm
(Registration at 5:30pm )
Facility:Capital City Country Club, Tallahassee
CPE Credit:2.0 Technical Business
Instructor: Gary Parsons
Vendor:Florida Institute of CPAs (Chapter)
Early Bird Price:$30.00 FICPA Members, $45.00 Non-Members


Personal Financial Planning
Credit(s) and Type: 2 | Technical Business
Speaker Name: Gary Parsons, CFP

A 1980 graduate of Troy University in Alabama, Gary Parsons has been helping clients pursue their lifelong financial objectives since 1983. He became a Financial Advisor at Waddell & Reed in 2014 after spending the previous 16 years with Pro-Equities. He also teaches at Florida State University in the Certified Financial Planner Program, and writes articles for the Tallahassee Democrat on financial planning. Gary holds the Certified Financial Plannerâ„¢ certification. In his thirty years of experience, he has worked with hundreds of families.

Chapter Registration Contact
Name: Daniel Rodriguez
Phone: 850-878-8777

Meal Description

Chef's Dinner Buffet will consist of a salad; a buffet with 2 entrees; 2 sides; fresh rolls and butter; and coffee, tea and water. It will also include a dessert.

Member Cost 30
Non Member Cost 45
Student Cost: 0

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
    P.O. Box 5437
    Tallahassee, FL 32314-5437
    Please make checks payable to: Florida Institute of CPAs

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


Special Message

Future Meetings

The following meeting will be on February 13th and will feature Mark Sellner, who will provide our chapter with a federal tax update.

Mark Sellner consults with other CPAs and their clients on business and executive tax matters, including partnership taxation and the tax consequences of buying and selling a business. He is an active member of the Florida Institute of CPAs and the Minnesota Society of CPAs. Mark teaches for the AICPA and leading CPA firms nationwide.

Sponsor Information


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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, January 9, 2018
General Sessions
Professional Attendee

Student Attendee