170817--THURSDAY, AUG. 17, FINANCIAL PLANNING


Thursday, August 17, 2017, 8:00 AM - 10:30 AM ET

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

Seminar Cost:
$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 execdir@nccpap.org    

Register online at:  http://go.nccpap.org/events/calendar

 or

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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Follow Us: National Conference of CPA Practitioners (NCCPAP)

BRING YOUR CPA FRIENDS-ALL ARE WELCOME!
Contact: Neil H. Fishman, CPA
(561) 369-3228

Location

The Egg & I
1035 Gateway Blvd. #201
Boynton Beach, FL 33426