Events

Currently, Tampa Bay Chapter FSP does not have any upcoming events.
Tampa Bay Chapter FSP

Fiduciary Responsibilities of Qualified Plans 2/11/14 8AM - 9:30AM

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Fiduciary Landmines for Retirement Plan Sponsors...and Their Advisors There's no argument that 401(k), 403(b), and other retirement plan...

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Tampa Bay Chapter FSP

Tax Reduction Strategies for Financial Professionals 1/21/14 8AM - 10AM

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Members can use this information and knowledge not only to increase their own income but to assist in generating income and prmeium dollars...

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Tampa Bay Chapter FSP

Health Care Reform: The New Landscape Emerges 11/12/13 8AM - 9:30AM

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Guest Speaker: Bill Sharon, Florida Health and Group Benefits Market Leader, Towers Watson Bill will discuss the impact of health care...

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Tampa Bay Chapter FSP

Leveraging Life Insurance in Qualified Plans 10/8/13 8AM - 9:30AM

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Leveraging Life Insurance in Qualified Plans Guest Speaker: Andrew Rinn, JD, CFP®, CLU, ChFC                              Regional...

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Tampa Bay Chapter FSP

Working With The Elderly - A High Risk Activity 9/10/13 8AM - 10:30AM

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Guest Speaker: Burton W. Wiand, JD Mr. Wiand will discuss the pitfalls and risks in providing financial services and products to elderly...

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Tampa Bay Chapter FSP

Annual Recognition Dinner 5/16/13 6PM - 7:30PM

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6:00 pm Cash Bar; 7:00 pm DinnerPopular in Brazil for decades, Boizao features a feast of 14 of the finest cuts of beef, lamb, pork,...

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Tampa Bay Chapter FSP

ESOPs: The Overlooked Business Transition Option 4/9/13 8AM - 9:30AM

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Recently, income and capital gains tax rates have changed significantly!  We will examine the resurgence of Employee Stock Ownership Plans...

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Tampa Bay Chapter FSP

Confronting Portfolio Risk 3/12/13 8AM - 9:30AM

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 8:00 am Breakfast Buffet 8:30 - 9:30 am Presentation Guest Speaker: Alan Gorlick, MBA, AAMS As financial professionals, we advise...

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Tampa Bay Chapter FSP

Health Care: The Times They Are A-Changin' 2/20/13 11:45AM - 3:10PM

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Wednesday, February 20, 2013 The Centre Club, 123 S. Westshore Blvd., Tampa 11:45 am Registration12:00 - 1:00 Pasta Station Lunch1:00 -...

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Tampa Bay Chapter FSP

Preparing for the Fiscal Cliff 1/8/13 8AM - 9:30AM

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Guest Speaker: Steven F. Holub, CPA, of Cherry, Bekaert & Holland This presentation will focus on what, if anything, the lame duck...

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Tampa Bay Chapter FSP

Year End Tax Planning 12/11/12 8AM - 9:30AM

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Guest Speaker: Michael D. Kindt, CPA/PFS, CFP   The presentation will discuss year-end tax planning, considering the scheduled expiration...

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Tampa Bay Chapter FSP

Using Your iPad in Your Practice - a Tool for Professionals 10/9/12 8AM - 9:30AM

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Guest Speaker: Duane Daiker 8:00 am   Breakfast Buffet 8:30 - 9:30 am Presentation Attorney Duane Daiker of Shumaker, Loop & Kendrick,...

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Tampa Bay Chapter FSP

The Windermere Divorce 9/11/12 8AM - 10AM

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See you in September!      The Windermere Divorce - A Case Study of the Closely Held Business and Divorce   Tuesday, September 11,...

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Tampa Bay Chapter FSP

Special Needs Planning 4/10/12 8:30AM - 9:30AM

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Tuesday, April 10, 2012 "Special Needs Planning" Guest Speakers: Tom Nurse & Kevin Manning  8:00 am Breakfast Buffet; 8:30 – 9:30...

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Tampa Bay Chapter FSP

ESOPs, Mergers and Acquisitions 3/13/12 8AM - 9:30AM

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"ESOPs, Mergers and Acquisitions" Guest Speaker: John M. McDonald III  8:00 am Breakfast Buffet; 8:30 – 9:30 am Program  Westshore...

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Tampa Bay Chapter FSP

VTC - "Overcoming Separation Anxiety: Why and How to Separate Your Wealth" 2/22/12 8AM - 11AM

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Business owners have typically spent their working lives accumulating assets in preparation for retirement on the understandable belief...

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