Suncoast - Special November CPE Meeting in Tampa

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3.0 Credits

Compensation for Employees You Can't Afford to Lose
Credit(s) and Type: 1 Technical Business
Speaker Name: Lowell J. Walters, JD

“Compensation for Employees You Can’t Afford to Lose”
Deferred Compensation Plans for Key Employees
Lowell J. Walters, JD
Attorney at Law, Carlton Fields

Advanced Returement Plan Designs
Credit(s) and Type: 1 Technical Business
Speaker Name: Michael Harvey

“Advanced Retirement Plan Designs”
Combination DB/DC, Age Based, New Comparability
Michael Harvey
President, PENSERVCO, Inc.

ESOP – Overview and Notables
Credit(s) and Type: 1 Technical Business
Speaker Name: John McGuire AIF

“ESOP – Overview and Notables”
Designing Employee Stock Option Plans
John McGuire AIF
Regional Director ,One America

November 13,14 CPE,2.15.pdf

Chapter Registration Contact
Name: Bill Moore
Phone: (727) 641-1015

Meal Description

Dinner buffet with salad, bread, entree, 2 side items and dessert.

Member Cost $40.00
Non Member Cost $60.00
Student Cost: $10.00
Special Cost: $45.00 - Members w/o Reservations

Register Online
Click "ADD TO CART" button below.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

  • Mail your reservation payment to:
    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs

  • Include with payment:
    Event Name:
    Member Number:
    Meal Choice (if applicable):

Special Message

The CPE is being presented twice: once at Feather Sound Country Club on November 13 and again at Embassy Suites Hotel, Tampa/Brandon on November 14.  Attend the one that fits your schedule.

Future Meetings

Our regular November monthly meeting will be held on November 17,  2019 at Feather Sound Country Club.  There will be no December meeting due to the holidays.

Sponsor Information

Penservco, Inc.

One America

Carlton Fields


Please select the appropriate session or option below to continue with your online purchase.

Thursday, November 14, 2019

General Sessions

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