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Elizabeth Campa-Flanagan
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst
645 Indian Rocks Rd N
Belleair Bluffs, FL 33770
Phone: 727-585-1212
Contact Us
Map & Directions |
News and EventsPlease call the office to find out the details of our educational workshops, or to request a speaker for your company or for an organization in which you are involved. Workshop topics include, but are not limited to, the following:
- Personal Financial Planning
- Cash Flow and Budget Planning
- Family Wealth and Protection Planning
- Selecting Investments
- Personal Risk Management
- Asset Allocation
- Estate Planning
- Education Planning
- Retirement Planning
- Women and Investing
- Income Planning for Seniors
- Business Planning
- Qualified Retirement Plans (401(k)s, Pension Plans, ESOPs, etc.)
- Executive Benefit Planning
- Business Succession Planning
- Estate Planning for the Business Owner
- Dealing with Estate Planning Issues Unique to a Family Business
- Employee Retirement Planning Options
- Employee Retirement Plan Rollover Options
- Understanding Company Retirement Plan Options
- Responsible Management of Employee Benefit Plan Assets
CE’s are available for CPAs and Members of the PGA of America
Other topics are available. Let us know what your company or organization would like addressed. We are also available to evaluate your company’s retirement plan or business continuity plan.
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