October 6, 2008
Basics in Stock Investing
Florida Public Pension Trustee Association Orlando, FL...
September 24, 2008
"Tax Efficient Investing, Learn the Secrets of Warren Buffett and Passive Investing"
Chas P. Smith - FICPA 23rd Annual Accounting Show, Broward County Convention Center, Fort Lauderdale, FL
August 28, 2008
FRS DROP Educational Workshop
Michael L. Lawton, MPA/CPM Retirement Plan Specialist - Holiday Inn Express, 2102 North Park Rd., Plant City, FL 33563 6:00 PM - 8:00 PM - call for reservation 877-564-6277 or 863-688-1725
August 26, 2008
FRS DROP Educational Workshop
Michael L. Lawton, MPA/CPM Retirement Plan Specialist - Courtyard by Marriott Tampa/Brandon, 10152 Palm River Rd., Tampa, FL 33619 6:00 PM - 8:00 PM - call for reservation 877-564-6277 or 863-688-1725
August 21, 2008
FRS DROP Educational Workshop
Michael L. Lawton, MPA/CPM Retirement Plan Specialist - Courtyard by Marriott Tampa/Oldsmar, 4014 Tampa Rd., Oldsmar, FL 34677 6:00 PM - 8:00 PM - call for reservation 877-564-6277 or 863-688-1725
August 20, 2008
FRS DROP Educational Workshop
Michael L. Lawton, MPA/CPM Retirement Plan Specialist - Courtyard by Marriott North (I-75 & Fletcher Ave.) 13575 Cypress Glen Lane, Tampa, FL 33637 6:00 PM - 8:00 PM - call for reservation 877-564-6277 or 863-688-1725
August 14, 2008
FRS DROP Educational Workshop
Michael L. Lawton, MPA/CPM Retirement Plan Specialist - Peace River Country Club, 150 Idlewood Ave. North, Bartow, FL 33830 6:00 PM - 8:00 PM - call for reservation 877-564-6277 or 863-688-1725
August 13, 2008
FRS DROP Educational Workshop
Michael L. Lawton, MPA/CPM Retirement Plan Specialist - Clarion Inn, 1150 3rd Street SW, Winter Haven, FL 33880 6:00 PM - 8:00 PM - call for reservation 877-564-6277 or 863-688-1725
August 12, 2008
FRS DROP Educational Workshop
Michael L. Lawton, MPA/CPM Retirement Plan Specialist - Courtyard at Marriott, 3725 Harden Blvd., Lakeland, FL 33803 6:00 PM - 8:00 PM - call for reservation 877-564-6277 or 863-688-1725
August 2, 2008
Personal Financial Planning
Chas P. Smith - FICPA's 2008 Summer Vacation Cluster, Hilton at Walt Disney World Resort, Orlando, FL
May 28, 2008
"Tax Efficient Investing, Learn the Secrets of Warren Buffett and Passive Investing"
Chas P. Smith- Florida Accounting & Business Expo, Gaylord Palms Resort, Orlando, Florida
March 6, 2008
The Truth about Annuities - Does This Dog Have Ticks & Fleas - or High Fees?
Chas P. Smith - Polk Chapter FICPA, Lakeland, FL
January 28, 2008
Basics in Stock Investing
Florida Public Pension Trustee Association, Ponte Vedra, FL
January 22, 2008
The Truth About Annuities
Jim Luffman, CPA/PFS - AICPA Personal Financial Planning Conference, Las Vegas, NV
January 22, 2008
Health Savings Accounts as a Retirement Planning Tool
Jim Luffman, CPA/PFS - AICPA Personal Financial Planning Conference, Las Vegas, NV
January 10, 2008
Maximizing Your Clients After Tax Rate of Return
Chas P. Smith - Financial Advsor Magazine Inside ETF's Conference PGA National Resort & Spa Palm Beach Gardens, FL...
January 8, 2008
Choosing the Right Qualified Retirement Plan
Frank M. Ashley, III, CPA/PFS - Estate Planning Council of Polk County
December 13, 2007
Tax Efficient Investing, Learn the Secrets of Warren Buffett and Passive Investing
Chas P. Smith - Community Foundation of Greater Lakeland Lakeland, FL...
December 13, 2007
Investing like Warren Buffett
Chas P. Smith - Lakeland Community Foundation Continuing Education for CPA's The Lakeland Center, Lakeland, FL...
November 29, 2007
The Truth About Annuities
Jim Luffman, CPA/PFS - FICPA Estate & Financial Planning Conference, Ft. Lauderdale, FL
October 8, 2007
Fiduciary Duties of Trustees
Gary E. Clark, Director Institutional Plans - FL Public Pension Trustee Association - Trustees' School, Palm Beach Gardens, FL
October 4, 2007
Qualified Retirement Plans
Frank M. Ashley, III, CPA/PFS - Polk County Chapter FICPA, Lakeland, FL
September 21, 2007
Retirement Plan Update
Frank M. Ashley, III, CPA/PFS - FICPA 22nd Annual Accounting Show, Ft. Lauderdale, FL
September 20, 2007
The Pending Baby Boomer Crisis
Peter Golotko, CPA/MBA/PFS - FICPA 22nd Annual Accounting Show, Ft. Lauderdale, FL