Hello Management Accountants!
Join us for discussion with Bill Aldrich, CLU, co-founder of First Coast Financial Group. Mr Aldrich will discuss some of the financial options small business owners have to implement sound planning for the future. As a designated Chartered Life Underwriter, Bill is a financial planner specializing in retirement, estate, and business planning. He is also a graduate of University of North Florida with a strong connection to his home town of Jacksonville. Jacksonville IMA welcomes you to capitalize on this opportunity to learn more about financial planning.
Speaker: Bill Aldrich, CLU
Co-founder of First Coast Financial Group
CPE: 1.5 credit hours
When: Wednesday, November 20, 2013
Where: Ramada Inn off I-95 & Baymeadows Road
9150 Baymeadows Road, Jacksonville, FL 32256
Cost: $8 for Students, $15 for Members and $17 Guests online
$10 for Students, $17 for Members and $20 Guests at the door
We are now accepting credit cards, cash and checks at the meetings
Time: Registration at 7:30 -7:45a.m.
Breakfast at 7:45 a.m.
Program at 8:00 a.m.
Contact: If you have any questions, please contact Jerry Jeakle at email@example.com
Also be sure to specify the number attending.
We look forward to seeing you!
- The IMA Jacksonville Communications Team
When & Where
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