TAMPA BAY CHAPTER

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Date Event Title Event Type
Nov 18–
Nov 18, 2014
Year-End Tax Planning and Out-of-the-Box Tax Planning Strategies *CFP© & CLE Accredited Chapter:
Tampa Bay Chapter FSP
Time: 08:00 AM – 09:30 AM
Location: 123 S Westshore Blvd #8
Bayview 1 Room
Tampa Florida
  Speaker(s): Michael D. Kindt, CPA/PFS, CFP®  
  Summary: We will discuss year-end tax planning opportunities for corporations, individuals, and trusts, as well as creative strategies for corporations to reduce their tax liability. RSVP Here: https://docs.google.com/forms/d/1SKwGuCqzO_ZctQ2y4HhkjmZbNAFA6WA22DfUPlUBdwM/viewform?usp=send_form RSVP Here: https://docs.google.com/forms/d/1_6c9ldja8tPIwiJQbUfbpR_61h76jg55V84Wm052d8k/viewform?usp=send_form  
  Section(s): Financial Planning
Investment Management
 
Nov 19, 2014 Investing for Income:Current Trends, Strategies and Products Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Dec 02–
Dec 02, 2014
December Social Networking Event at Brick House Tampa Tavern + Tap Chapter:
Tampa Bay Chapter FSP
Time: 05:30 PM – 07:00 PM
Location: Brick House Tampa Tavern + Tap
1102 North Dale Mabry Hwy
Tampa Florida
  Summary: We are delighted to announce our December networking social, which will be held at Brick House Tampa Tavern +Tap Tampa on Tuesday, December 2 from 5:30 p.m. until 7:00 p.m. The Society of FSP Tampa Chapter invites all Credentialed Financial Service Professionals* to a FREE networking social! Prices: Free for Credentialed Financial Professionals* with proof of credentials $20 for guests without proof of one of the listed credentials *Credentialed Financial Service Professionals include JD, CFP®, ChFC®, CPA, CPC, CPCU®, CLU®, CTFA, Enrolled Actuary, Graduate Degree in Financial Services (MS, MSFS, MSM, MBA, PhD), REBC®, EP®,CASL®,CEBS®,CFA®, CIMA®, CLF®, and RHU®. Credentials explained.) RSVP here: https://docs.google.com/forms/d/1PvHVctkOlXxRbbAJuhiG1u549rb-SeZ8uSFt9U-XxT8/viewform?usp=send_form  
Dec 03, 2014 Enhanced Plan Benefits Audio/Web Conference
  Speaker(s): Mary Read CPC, QPA  
  Summary: The benefits of life insurance in qualified retirement plans.  
Dec 10, 2014 Practical Applications of "Life Insurance as an Asset Class" Sponsored Education Online
Free to Members
  Speaker(s): Richard M. Weber, MBA, CLU, AEP  
  Summary: Uses of whole life insurance in 3 different scenarios .
Sponsored by Guardian
 
Jan 14, 2015 TBD Sponsored Education Online
Free to Members
  Summary: 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 TBD Sponsored Education Online
Free to Members
  Summary: Don't Worry Retire Happy: Seven Steps to Retirement Security.
Sponsored by TomHegna.com. Details coming soon.
 
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.  
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
TBD 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 TBD. Details coming soon.  
Jun 10, 2015 TBD Sponsored Education Online
Free to Members
  Summary: Sponsored by iTransact. Details coming soon.  
16 Events Returned
Event Details

Check back at a later date for details.

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