N Dade/S Broward: Planning For Retirement Topics

Social Security Planning 
Credit(s) and Type: 1 Technical Business 
Speaker Name(s): Justin Jacobs

Integrating Social Security into Your Retirement Planning is designed to help individuals understand the vital role Social Security can play in a well-rounded retirement strategy. Presented by Justin Jacobs, this session will cover the basics of Social Security, key factors to consider when deciding when to begin receiving benefits, and how Social Security fits into your overall financial planning. The presentation will also explore lesser-known aspects such as non-retirement benefits, spouse and survivor benefits, and what options are available for dependents and divorced spouses. Attendees will gain practical insights to help them make informed decisions for a more secure retirement.

Planning Ahead for Families
Credit(s) and Type: 1 Technical Business 
Speaker Name(s): Justin Jacobs

Raising Money-Savvy Kids is a practical and engaging session focused on teaching children the value of money and the fundamentals of smart financial habits. Led by Justin Jacobs, this presentation will emphasize age-appropriate strategies for introducing budgeting, saving, and responsible spending to kids. It will also touch on current investment strategies that parents can use to support their children’s financial future, helping to build a strong foundation for long-term success.

Planning for Retirement, Aging and Legacy
Credit(s) and Type: 1 Technical Business 
Speaker Name(s): Justin Jacobs

Securing Your Legacy is a comprehensive presentation designed to help you take control of your financial future and ensure peace of mind for yourself and your loved ones. This session will cover essential topics such as understanding Social Security, effective retirement income planning, and the benefits and considerations of retirement rollovers. Attendees will gain valuable insights into how to preserve wealth, maximize income in retirement, and make informed decisions that support long-term financial goals.

Chapter Registration Contact
Name: Washti S Bajnath
Email: wsb1024@gmail.com  
Phone: 954-290-5180

Member Cost $35.00
Non Member Cost $55.00

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (850) 224-2727

Register By Mail
Not paying online?

• Mail your reservation payment to:
  Florida Institute of CPAs
  250 South Orange Ave, Suite 300P
  Orlando, FL 32801
  Please make checks payable to: Florida Institute of CPAs
  
  
• Include with payment:
  Event Name:
  Name:
  Member Number:
  Firm:
  Meal Choice (if applicable):

Login and Accessing the Meeting

Login: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here.

Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. 

You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.