Setting the Pace for 2018
Hosting Sponsor PENSERVCO, Inc. brought together over 80 CPA's to earn 9 Hours of CPE credit. Held at Feathersound Countryclub in Clearwater, FL. Breakfast, lunch and dinner was served while presenters talked on outstanding topics ranging from "The Power of Body Language" by Silvana Capaldi, Ispirare Group to "Color of Money, Alan West, CPA. The event closed with a two hour Panel discussion/ Q&A session with local and State leaders.
Hosting Sponsor PENSERVCO, Inc. helped organize, staff and recruit players for this amazing event to benefit Underprivileged Children and Families.
Held annually at the prestigious Belleair Country Club.
This is the 15th year, PENSERVCO, Inc. has played a major sponsor role along with hosting the team putting contest.
There were 104 golfers who enjoyed a round of golf, dinner and silent auction.
Golf contests and competitions included Three team Net prizes, One Team Gross prize, Hole in One, Closest to the Pin and Team Putting.
The winner of the putting contest was David Tottle, CFO at TSE Industries, Inc.
Lunch at Bascom's Chop House with @ 20 financial planners and insurance representatives to show how they can grow their retirement plan business.
Presenters talked about investment alternative(s), cash balance plans, retirement done right, and selling tools.
Scott Maurer, Director of Business Development, Advanta IRA
Katie Roose, President, PENSERVCO, Inc
David Schnegelberger, Regional Sales Director, Mutual of Omaha
Anne Marr, President Sales and Marketing, PENSERVCO, Inc
Winner of the tabletop grill was Rick Somers, Lifemark Securities.
Financial planners and insurance representatives earned 4 Continuing Education credits and learned how PENSERVCO, Inc. can help sell and market retirement plans.
Anne Marr President, Sales and Marketing, PENSERVCO, Inc and Mark Hamilton, Managing Director, Workplace Solutions, MassMutual for CE credit and discussions on retirement trends. Keynote speaker will be LeaAnna Hartman, CRPS, Vice President, Senior Retirement Consultant - Southeast OppenheimerFunds, Inc. leading a discussion on "Retirement Plan Solutions for High Net Worth Business Owners”.
Left to Right (front): Sarah Huckstep, Anne Marr, Rob Thomas, Mark Hamilton
Left to Right (back): Roy Smith, Silvana Capaldi, Bill Moore, Mick Weigner
Sonja Baker, student at St. Leo University receives the 2017 FICPA Scholarship. FICPA Trustee and members in attendance.
Embracing the target theme, we had a dart board game for attendees to win bottles of wine and liquor.
Anne Marr, President, Sales and Marketing and Sarah Huckstep, Assistant Vice President spoke to FICPA members about how PENSERVCO, Inc. can design, implement and administer retirement plans.
FICPA members earned 2 continuing education credits. There were almost 90 attendees who enjoyed food and beverage while watching the Rays game at 162 Landing aka Duckey's.
Graduated from the University of Rhode Island in 1987. Anne has spent the first half of her career in mutual fund and retirement plan administration starting at First Data Corporation and then Putnam Investments in Boston, MA. Acquiring a Certificate in Pension Administration from Bentley University. She moved to Florida in 1997 and went to work for local TPA firms as a plan administrator eventually landing at PENSERVCO, Inc. Realizing that sales her forte, Anne left administration to further her career as a direct sales representative in the media industry. Proving herself a leader in sales, Anne is now combining her early work experience with her established sales abilities heading up sales and marketing for PENSERVCO, Inc. Active in the community as a former board member at East Lake Little League and assisting in any way she can for local charities.
Katie Roose, President and Sarah Huckstep, Assistant Vice President talk to attendees about how they can help CPA's design, implement and administer retirement plans. Putting contest and wine giveaway was very popular.
Held at Eastlake Woodlands Country Club annually.
FICPA Educational Foundation
CPE class 9 hours, 96 CPA attend
PENSERVCO's CEO Bill Moore rallied a team to participate in the Kimberly Knorr Memorial Celebrity Golf Tournament last week. The event raised monies to support Wheelchairs for Kids, a national non-profit dedicated to improving the lives of children with physical disabilities by providing wheelchairs, ramps, and other assistive devices. Bill is on the far right next to retired MLB umpire Richie Garcia.
PENSERVCO, Inc helps sponsor the annual meeting. Over 90 CPA's in attendance earned 9 hours of continuing education credits.
As Trustee for the FICPA Educational Foundation, Bill Moore presented a scholarship to Brooks C. Lackmann, a USF Accounting Student, during the 9/19/16 FICPA Sandspur Chapter meeting.
Bill Moore, CEO, and his grandson, Gene, attended a fabulous Continuing Education event held at Tropicana Field. This annual fundraiser for the FICPA Educational Foundation is always a great time. This is Bill's 12th year in attendance. The event features two hours of Continuing Professional Education in one of the VIP lounges, unlimited food, an open bar, and great seats in the front row. This year the seats were on the third base line. A great time was had by all. After the game, Bill's grandson, Gene, said, "Are you going to this again next year? Can I go?" We think he had a good time.