North Dade/South Broward: Closing the Deal, Annuities and Building Wealth

Wednesday, May 01, 2024
4:25pm - 7:05pm EST
3Credits
Technical Business

Registration is Open

Members
$35.00 Regular Price
Non-Members
$55.00 Regular Price
Course Type: Chapter Events
Course Code: 24/GO050124
Vendor: Florida Institute of CPAs (Chapter)

Overview:

Closing The Deal: Secrets of Effective Sales
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Marie Torossian, CPA

Non-Qualified Annuities
Credit(s) and Type: 1 Technical Business
Speaker Name(s):  Justin Jacobs- Morgan Stanley

Financial Freedom- Building Wealth
Credit(s) and Type: 1 Technical Business
Speaker Name(s):  Justin Jacobs- Morgan Stanley

 

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

Member Cost $35
Non Member Cost $55

 

Register Online
Click "Register Myself" button above.

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
    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.

Schedule:

Wednesday, May 1, 2024

Closing The Deal: Secrets of Effective Sale

Time: Wednesday 4:25pm

Exact start and end time may vary

Financial Freedom- Building Wealt

Time: Wednesday 5:15pm

Exact start and end time may vary

Non-Qualified Annuitie

Time: Wednesday 6:10pm

Exact start and end time may vary