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Planning For The Unexpected (3 Continuing Education Credits)

Crisis Center of Tampa Bay

Thursday, May 12, 2016 from 7:45 AM to 12:15 PM (EDT)

Planning For The Unexpected (3 Continuing Education...

Ticket Information

Type End Quantity
Planning For the Unexpected Ended Free  

Event Details

Join us for an Estate and Tax Planning Seminar to earn your continuing education credits (3 credit hours). This course will provide an opportunity to network with your peers while receiving up-to-date information in your field.

Finance and tax experts will be presenting the latest trends and changing dynamics to assist financial planners (CFP); chartered life underwriter (CLU), chartered financial consultants (ChFC), certified public accountant (CPA – CPE credit) and insurance advisors stay current in their fields and better serve their clients. This course would also be beneficial to those working within the non-profit industry. Space is limited so be sure to sign up today.

7:45am – 8:00am: Registration and Networking with Complimentary Continental Breakfast

8:00am – 8:15am: Welcome & Opening Remarks

8:15am – 9:15am: Session 1 – Social Security: 12 Keys to Optimizing Benefits
9:15am – 9:35am: Crisis Center Tour
9:35am – 9:45am: Break
9:45am – 10:45am: Session 2 – Preventing Elder Financial Abuse
10:45am –10:55am: Crisis Center Video
10:55am – 11:05am: Break
11:05am – 12:05pm: Session 3 – Domestic Partners: Tax, Retirement, and Estate Strategies

12:05pm – 12:15pm: Closing Remarks

Sessions to be presented by Allianz Life.

Questions? Contact Jennifer Moore at or (813) 969-4977

Have questions about Planning For The Unexpected (3 Continuing Education Credits)? Contact Crisis Center of Tampa Bay

When & Where

Crisis Center of Tampa Bay
One Crisis Center Plaza
Tampa, FL 33613

Thursday, May 12, 2016 from 7:45 AM to 12:15 PM (EDT)

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Crisis Center of Tampa Bay

At the Crisis Center of Tampa Bay we offer help, hope and healing to all people experiencing life’s problems and challenges, big and small. We are located in Tampa, Florida, and provide services throughout the State and beyond.

We can help you deal with the devastating trauma of sexual assault or abuse, domestic violence, financial distress, substance abuse, medical emergency, suicidal thoughts, emotional or situational problems.

We are here 24 hours a day, 365 days a year.

Dial 2-1-1 where you will receive free, confidential crisis counseling, along with referrals to a Crisis Center service or to over 4,600 other community resources. 

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