Central Florida- Retirement Planning Update & the SECURE Act

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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.

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Overview

1.0 Credits
IN-PERSON

Retirement Planning Update & the SECURE Act
Credit(s) and Type: 1 | Technical Business
Speaker Name: Timothy B. Caldwell, AIF of Pension Investors Corporation of Orlando, Inc.

During this event, essential information and current developments will be presented regarding retirement. What does the SECURE Act mean for retirement planning? Understand the developments as they relate to retirement plans. Plan designs that provide the largest tax deductions. Tax Credit vs. Tax Penalties: Both increase Ten-Fold.

Tim has been creating and servicing qualified plans since 1984.  An accounting graduate from the University of Central Florida, Tim’s knowledge of accounting and tax allowing him to provide his clients, CPAs, financial advisors and attorneys with assistance in the design, implementation, and compliance of qualified retirement plans, buy/sell arrangements and succession planning.

Founded in 1982, Pension Investors Corporation of Orlando, Inc., specializes in the creation and servicing of employee benefit programs currently servicing approximately 600 clients.

Tim joined Pension Investors Corporation of Orlando, Inc. in 1994. The firm provides traditional employee benefit programs, which include cross-tested profit sharing plans and dual tested Defined Benefit plans.  Tim is a past president and former board member of the Central Florida chapter of the American Society of Pension Professional and Actuaries (ASPPA).

Chapter Registration Contact
Name: Larry Herring
Email: larry@herringcpa.com
Phone: 407-647-7777

Meal Description

Salad, entree, dessert and a beverage will be served.

Member Cost 33.00
Non Member Cost 49.00

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Call Member Services at (800) 342-3197.

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  • Mail your reservation payment to:
    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs


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Sponsor Information

Paychex, Inc.

1025 Greenwood Blvd., Suite 301

Lake Mary, FL 32746

Rob Kubier, 407-333-1338 X 22507