FICPA Brevard Chapter - Pension Plans and Big Ideas for 2025 and Beyond
3.0 Credits
Member Price $40.00
Non-Member Price $60.00
Overview
Pension Plans with Bill Black
Credit(s) and Type: 2 Technical Business
Speaker Name(s): William H. Black, Jr.
Big Ideas for 2025 and Beyond
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Randall Coleman
Join us as we dive into key insights on pension plans and the evolving digital landscape shaping the accounting profession.
Chapter Registration Contact
Name: Susan Almerez
Email: Salmerez@ask4ci.com
Meal Description
Panera Boxed Meal.
Member Cost $40
Non-Member Cost $60
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (800) 342-3197.
Register By Mail
- Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Avenue, Suite 300P
Orlando, FL 32809
Please make checks payable to: Florida Institute of CPAs
- Include with payment:
Event Name:
Name:
Member Number:
Firm:
Meal Choice (if applicable):
Tuesday, April 22nd
General Session
- Pension Plans
William Black Jr, President, Equitable AdvisorsWilliam Black Jr
Bill Black has been in the pension administration business for over 36 years. As president of PensionSite.Org., he is responsible for the marketing efforts of the firm and assists CPA’s nationally establishing custom designed qualified plans for their clients. Whether 401(k) plans, Defined Benefit plans, Cash Balance plans, etc., the objective is maximizing the tax benefits and asset protection benefits afforded under ERISA. Unlike the “cookie cutter” plans offered by the payroll companies, etc., custom designs allow the client significantly more advantages in contribution allocations and the like.
Having spoken nationally and internationally on the topics of qualified plans, Bill is a much sought after speaker. Bill has been quoted in USA Today and has been a guest on several financial radio shows. He is certified to teach continuing education to CPA’s and insurance professionals. Additionally, he has had numerous articles published in industry journals.
Credits: 2 - Technical Business
This session is available to registrants and their guests
Optional Session
- Big Ideas for 2025 and Beyond
Randall Coleman, Senior Vice President, Wealth Management Advisor, Portfolio Manager, Merrill LynchRandall Coleman
Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida. While not practicing as a CPA at Merrill Lynch, his continued involvement in the profession enable him to offer assistance on complex taxation, wealth transfer, and estate planning issues to clients and their other professional specialists. Randy does not provide tax advice in his current role at Merrill Lynch. He first joined Merrill Lynch in 1994 and has been serving clients in the financial services industry since 1983. Randy is Past President of Titusville Sunrise Rotary, the Brevard County Chapter of Certified Public Accountants, The Brevard County Estate Planning Council, and the Friends of the Children’s Advocacy Center of Brevard. He currently serves on the Executive Committee of the Jess Parrish Medical Foundation Board of Directors. Other current board positions include: Titusville YMCA, United Way of Brevard County, Eastern Florida State College Foundation and The Brevard County Civilian Military Relations Council.
Randy resides in Titusville with his wife Mary. They have two children, Randall and Marissa.
Credits: 1 - Technical Business
This session is available to registrants and their guests
Non-Member Price $60.00
Member Price $40.00