The Best Kept Tax Savings Secret
Attention CFO's, CPAs, Controllers and Small Business Owner! This is a can’t miss event for you! Complimentary Hot Plated Breakfast!
Join us for a complimentary, hot plated breakfast at the IMA CFO Breakfast Roundtable. Listen to a one hour presentation on Cash Balance Plans. This is a powerful tax savings tool often misunderstood and always under utilized. You can be the catalyst that helps your clients and employees fast track their retirement by greatly reducing their IRS liability. Join us and we will show you how! 2 CPE/CE credit provided!
Roundtable discussion starts at 9 am and topics may include:
- Latest topics at CFO.com
- CFO Sentiment Survey - Duke/CFO.com
- Top Financial Stories - Wall Street Journal
7:30 - Registration is free, 8 am - 2 CPE Program, 9 am CFO Roundtable Discussion
*** Includes HOT Breakfast. Chief Financial Officers (CFO), Controllers, Accounting Managers & Supervisors and IMA members. Sponsorship opportunities for future roundtables are currently being accepted.
This roundtable is designed for chief financial officers, controllers, accountants and other senior financial executives in Southwest Florida. The objective of the CFO Roundtable is to provide a forum for discussion of important issues of a financial and business nature, to present timely, relevant information related to financial management and to provide a networking opportunity amongst CFO peers. IMA executive committee members will provide an overview of the CFO Roundtable.