TAMPA BAY CHAPTER

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Date Event Title Event Type
Jan 14, 2015 Save Your Clients Money, Add Revenue to Your Practice Sponsored Education Online
Free to Members
  Speaker(s): Stephen J. Hall, CEO  
  Summary: Topic: Save Your Clients Money On Credit Card Processing Fees, Add Highly Profitable Recurring Revenue To Your Practice. Sponsored by iTransact. Details coming soon.  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Jan 20–
Jan 20, 2015
What the Federal Reserve is Up To Chapter:
Tampa Bay Chapter FSP
Time: 08:00 AM – 09:30 AM
Location: The Centre Club
123 S Westshore Boulevard #8, Bayview I Room
Tampa Florida
  Speaker(s): Alan Gorlick  
  Summary: Why Your Retirement Plan Should Care  
  Section(s): Financial Planning
 
Feb 02, 2015 Don't Worry, Retire Happy:Seven Steps to Retirement Security Sponsored Education Online
Free to Members
  Speaker(s): Tom Hegna, CLU, ChFC, CASL  
  Summary: Innovative retirement planning concepts
Sponsored by TomHegna.com.
 
Feb 17–
Feb 17, 2015
Life Insurance Update Chapter:
Tampa Bay Chapter FSP
Time: 08:00 AM – 09:30 AM
Location: 123 S Westshore Blvd #8
Tampa Florida
  Speaker(s): Marvin Feldman  
  Summary: Life Insurance Update  
  Section(s): Financial Planning
Investment Management
 
Feb 18, 2015 TBD Video Teleconference
  Summary: Topic - Business and Estate Planning: Managing Risk, Protecting Assets, Achieving Client Goals. Details coming soon.  
Mar 04, 2015 TBD Audio/Web Conference
  Summary: Topic - Layering Plans. Details coming soon.  
Apr 22, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Topic - E&O. Details coming soon.  
May 12–
May 12, 2015
Review of the Florida Probate Process Chapter:
Tampa Bay Chapter FSP
Time: 08:00 AM – 09:30 AM
Location: The Centre Club
123 S Westshore Boulevard #8, Bayview I Room
Tampa Florida
  Speaker(s): Judge Baumann  
  Summary: We will discuss the Florida state probate and guardianship statutes, the legal processes involved, and any new legislation surrounding the issues. Judge Baumann will also accompany his lecture with a Q&A directed panel.  
May 14–
May 15, 2015
FSP Clinic for Advanced Professionals Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
May 20, 2015 TBD Video Teleconference
  Summary: Topic: Taking a Deep Dive into the Family Business Ocean. Details coming soon.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
12 Events Returned
Event Details

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