DATE: Thursday, August 17, 2017
TOPIC: Financial Planning--Things Your Parents Never Told You About
SPEAKER: Lynne Marcus, CPA, CFP
Lynne Marcus, CPA, CFP has a BA from Queens College and an MBA from St. John’s University in New York. Currently, she is President of the South Florida Chapter of NCCPAP, a member of the National Board of Directors of NCCPAP, and licensed as a CPA in New York & Florida. She has been an adjunct professor at several universities in both New York & Florida.
Credits: 2 CPE Credits -- TAX
Location: The Egg & I, 1035 Gateway Blvd., #201, Boynton Beach, FL 33426
Time: 8:00 AM - 10:30 AM
$30/pp NCCPAP Member $40/pp Non-Member (Additional $5 at door) cost includes breakfast
Learning Objectives: Lynne Marcus will cover how we can better serve our clients with proper financial planning. She will look at taxes, retirement planning, and wealth management issues.
NASBA: 108369 Credits: 2 TAX
Program Pre-requisite: None
Program Level: Intermediate
Advanced Preparation: None
Type of Delivery: Group Live Seminar
This program is sponsored by the National Office of the National Conference of CPA Practitioners. The National Conference of CPA Practitioners is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
For a complete copy of NCCPAP education program policies including refund policy and complaint resolution policy, contact Pat Sornberger at 516-333-8282 or e-mail email@example.com
Register online at: http://go.nccpap.org/events/calendar
Remit Payment to:
NCCPAP South Florida Chapter
c/o Fishman Associates CPAs PA
1880 N. Congress Ave #225
Boynton Beach, FL 33426
NCCPAP MEMBER (Y/N) CPA
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Contact: Neil H. Fishman, CPA