FICPA Mid-Florida Chapter Meeting
Advanced Tax Favored Methods to Enhance Retirement and Estate Plans
Speaker: Erik DeGregorio, President, The PenFacs Group
CPE: 1 Hour TB
Speaker: Everett Bergquist, Regional Vice President, Protective Life
CPE: 1 Hour TB
Registration: 11:45 A.M.
Lunch & CPE: 12-2 P.M.
Cuvee Garden Salad
Choice of Entree:
Pasta (contains seafood - clams)
Register By Mail
Not paying online? Use our check remit form http://www.ficpa.org/content/Files/Docs/broadcastemails/Chapters/chapters_check-remit.pdf 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.
Save the Date
2013/2014 Tentative Schedule:
Oct. 22, 2013
Speaker: Erik DeGregorio
Topic: Advanced Tax Favored Accumulation, Distribution, and Transfer Methods
Speaker: Everett Bergquist
Topic: IRA Maximization
Nov. 12, 2013
Speaker: Gerry Lachnicht
Topic: Fraud & Behavioral Finance Joint Meeting w/Estate Planning Council
Jan. 21, 2014
Speaker: Jeff Sailor
Topic: Tax Update
Feb. 11, 2014
Speaker: Ken Strauss
Topic: Presidential / Legislative Update
May 20, 2014
Speaker: Terry Seaton
Topic: Estate Planning
June 24, 2014
Speaker: Ed Grossman
*20 person minimum requirement
1. The Mid-Florida chapter values its' members and would like to reward those who participate in local chapter events! As of July 2013, if you pay for 4 meetings, you will receive the 5th meeting free!*
2. Check out our Facebook and FICPA pages for other announcements and information. You can also access our 2013 / 2014 CPE schedule!
FICPA Mid-Florida Chapter Facebook Page https://www.facebook.com/pages/FICPA-Mid-Florida-Chapter/196983120467089
FICPA Mid-Florida Chapter Page http://www.ficpa.org/Content/Members/Communities/Chapters/directory/Region2/MidFlorida.aspx
*Note: The Ethics CPE course does not apply to this offer.
Our chapter is currently seeking out sponsors for local events. If you or your company is interested in sponsoring one of our chapter events, please contact any of the chapter officers.