Saturday, October 10, 2009

Estate & Charitable Planning for Animals Seminar by Tampa Bay SPCA

The Tampa Bay SPCA is offering free CLE credits for a presentation on estate planning on October 29, 2009. Animal law attorney Jennifer Dietz will be one of the presenters.  Details below: 

REGISTER NOW!! FREE CE credits
2+ hours of CLE, CFP, CTFA, CPE, CLU
for professional advisors 




Thursday
October 29, 2009
1:45PM - 5:00PM
SPCA Tampa Bay
9099 130th Avenue N. in Largo


Arrive at 12:30PM for Share Our Shelter "We’ve Got Great Tails to Tell" Lunch & Tour

RSVP for Share Our Shelter required at time of registration
~
REGISTER: Gretchen@spcatampabay.org Or call: Gretchen Gallagher: 727-581-3249
To invite a colleague, email contact information to: GiftPlanning@spcatampabay.org

Hosted by:
Professional Advisors Committee ~ PAC of SPCA Tampa Bay

FREE Continuing Education Credits for Professional Advisors

2+ hours of CLE, CFP, CTFA, CPE, CLU ~ Continuing Education Credit Available

Hosted by PAC of SPCA Tampa Bay Members:
John Calhoon, CPA; Becky deMaCarty, CTFA, AEP; Jeff Fox, CPA, Principal, Fox & Assoc. CPA; Tim Miller, Esquire; Tim Peddie, President, Symmetra Marketing; and Mark Vernick, CFP, President, Vernick Financial

“Practical Estate & Charitable Planning"
Legal and Financial Plans to Help Your Clients: Reduce Taxes, Generate Revenue, Establish a Legacy and Plan for Pets”


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