Estate & Financial Planning Conference

Estate & Financial Planning Conference
November 29-30, 2007
Fort Lauderdale, Florida

The FICPA Estate & Financial Planning Conference was held November 29-30, 2007 at the Hilton Fort Lauderdale Airport Hotel. The conference saw record setting attendance for a second consecutive year.

This conference offers “…great topics and speakers relevant to real life situations” said Bonnie L. Mackey, CPA, CSEP of Levin, Silvey, Zelko & Mackey, PA.

The conference kicked off with a few opening remarks from Conference Chair, Steve Gavalas. Immediately following the opening remarks, the conference program launched with 2 days packed full of information on financial planning, estate planning and insurance topics, including:

Social Security – Today’s Questions, Tomorrow’s Forecast
Legal Documents for the Elderly
Financial Planning for Women
IRA Planning
Life Insurance Techniques
Family Governance
And much, much more.

Offering breakout sessions with content focused specifically on financial planning or insurance, attendees were able to customize their conference agenda to meet their specialized needs.

A special Thank You to the Conference Planning Committee for their efforts throughout the past year in planning the conference and securing such top-notch speakers.  Members of the committee include:

Steve Gavalas - Chair

Kathryn Barton
James Chouinard
James Dean
Gary Fileman
Philip Friedland
Karl Goedert
Randi Grant
Lloyd Honickman
Marjorie Horwin
James Luffman
Dennis Michels
Timothy Raines
Michael Turrisi
Thomas Workman
Patrick Yoh
Donna Zeitler

If you were not able to attend this year’s conference, be sure to check the FICPA web site for the 2008 conference date and start planning to attend now.