YOUR CLIENT IS IN CHARGE, but THEY NEED DIRECTION
1 Independent Drive 35th FL
Jacksonville FL 32202
Check In & Cocktails 5:30pm - 35th Floor
Dinner 6:15pm
Speaker and Program 7:00pm
- RSVP below, members attend free, be sure to select no charge.
- Please indicate any dietary needs or restrictions in the registration below.
- Guests must pay $75 online via credit card prior to the event. (Instructions for paying by credit card, after clicking submit you will be taken to another page. You do not have to use paypal. Simply scroll to the bottom of the payment screen and select "Pay with Debit or Credit Card").
About our speaker:
With a background in public accounting, William R. Verhagen provides financial, retirement, and estate planning services. His primary clients include those people aged 50 and older who desire to plan their retirement years and pass wealth to their heirs or favorite charities. Bill also works extensively with medical professionals and small business owners who desire to accumulate wealth in order to meet their personal and business goals.
Bill is a 1982 graduate of Indiana University’s Kelley School of Business with a BS in business with high distinction. He is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER® professional, Certified Fund Specialist®, and a Chartered Life Underwriter®.
Bill is an active member of his community and is a member of several organizations, including the American Institute of CPAs, Florida CPA Society, Fun Coast Estate Planning Council, Financial Planning Association, and International Academy of Collaborative Professionals. Click here to read full bio.
