Achieving Your Retirement Vision
Douglas Yount, Executive VP is one of the founding parnters of AmeriPlan Financial, an investment retirement planning company. Throughout his more than 30 years in the financial services industry, Doug has helped individual, family and business clients develop and implement financial plans to achieve their individual goals. His philosophy and recommendations are based on preservation of assets and personalized solutions that are critical in today's volatile economic environment.
This program offers four main retirement discussion topics: Taxes, Social Security, Inflation and Market Volatility.
Latest Trends in Mergers & Acquisitions of CPA Firms
Cindy Ragan is the founder and President of Strategic Alliance M&A Advisors, LLC, a consulting firm that specializes in the mergers and acquisitions of accounting firms for over 20 years.. She has a Masters Degree from George Washington University in International Economics and is also a Certified Valuation Analyst (CVA) from the National Association of Valuation Analysts. She is the co-author of "The Complete Guide to Mergers & Acquisitions of CPA Firms". Ms. Ragan also performs market evaluations exclusively for CPA firms looking to increase their value as part of a long-term exit strategy and has the largest 'comparable sales" database in Florida. Ms. Ragan worked as an Economist on Wall Street before relocating to South Florida to become an entrepreneur. She has founded and sold several businesses of her own over the past 25 years and has been a management consultant and business valuation analyst to the CPA industry for the past 20 years. She authored another book for small businesses titled "How to Value & Sell Your Business Yourself".
Jimmy Miller Payan
CPE Chapter Liaison
Region VI Representative
During our June meeting with will have our installation of the 2016-2017 Officers and Directors. There will be a board meeting after the CPE.
Hyatt Regency Coral Gables
50 Alhambra Plaza
Coral Gables, FL 33134
Registration/Open: 3:30 PM
Begin: 4:00 PM
End: 7:00 PM
Caesar salad, beef tenderloin with potato au gratin, and pomegranate and guava bread pudding for dessert.
If you need a special meal, please email or call Linda Levine.
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Call Member Services at (800) 342-3197.
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Chapter Registration Contact
Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.
Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.