CPA Continuing Professional Education (CPE) :: John Hancock & Synergistic Solutions :: Dania, FL December 4, 2008

In partnership with Synergistic Solutions, John Hancock Retirement Plan Services is excited to extend the opportunity to obtain your CPA/ CPE Credits, as well as network with other local area professionals. So bring your business cards, but not your checkbook. This CPE class promises not only to be educational, but fun and FREE!

:: Join us ::
Thursday, December 4th @ 4:00 pm EST
Sheraton Fort Lauderdale Airport Hotel
1825 Griffin Road
Dania, FL 33004

:: Continuing Education Credit Breakout Sessions ::

:: Advanced Plan Design for Tax Savings; The Pension Plan of the Future? :: 1 CE Credit

With the election now over, and the prospect of increased taxes ahead for many business owners, tax savings and creditor protection are key areas of interest for many clients. With the year ending soon, this course discusses the development and design of the retirement plan to work as a tax-savings tool. In this class, we will discuss the ability of the qualified retirement plan to focus money to the owners and key employees, in a tax favored way.

* Retirement plans as a Tax Tool Advanced plan design to benefit owners
* Are all 401(k) plans equal?
* What you can do to benefit your corporate clients through plan design

:: Fiduciary Liability :: 1 CE Credit

When the market is acting irrational, which many experts believe we are experiencing, what should an employer do to protect both themselves and their employees? Knowing that the trustee (usually the owners) can be held personally liable for the investment decisions of their employees, what can a company do to protect itself, while improving the benefits of the employees? In this course, we will discuss some of the primary steps that should be taken by every business offering a retirement plan, from both the initial discussions about choosing a vendor to keeping a good due diligence file.

* Recognizing and protecting your clients from the Fiduciary Responsibilities of a retirement plan
* Risk associated with Corporate retirement plans, understanding the exposure and protections offered to employers
* Understanding Fiduciary Responsibility: what can a business owner do to protect their plan

Location not convenient? We are also offering this event in Boca Raton, FL.

:: Speaker & Trainer ::

"I thrive on participating in increasing the value of employee benefit programs for both employers and employees through education."

~ Joseph W. Smith
John Hancock; VP Retirement Plan Services

As Regional Vice President of John Hancock Retirement Plan Services, Joe Smith has been specializing in the Qualified Plan market for the past 9 years,primarily working with small to mid-sized employers. As Regional Vice President, Joe and his team support over 1000 corporate clients in the South Florida area, including the Miami Heat, Florida Panthers, and Florida Marlins. As the largest 401(k) provider in the United States, John Hancock is continuously working with CPA's and Financial Advisors. One of the primary goals in the small business retirement plan market is the reduction of the tax liability, and though partnership with these regional and national firms, custom plans or traditional employee benefits are designed and implemented through his team. A regular instructor of continuing education, one of his primary goals is increasing the value of the employee benefit programs for both the employer and employees though education.

Prior to working with the last five years with John Hancock, Joe was the leading sales representative in the retirement plan sales division of Pan American Life, covering a large territory of 14 States in the Mid-Atlantic Region. He began his career in the retirement plan market working with a Florida company, 401(k) Exchange, where he assisted Financial Advisors in understanding and comparing the costs, features and values of over 100 various providers.

A graduate of the University of Florida, Joe lives in Stuart Florida with his wife and three little girls. They enjoy spending free time together with friends and neighbors boating on the beautiful Florida waterways, traveling in their RV, and always supporting the Florida Gators!
Synergistic Solutions & John Hancock

:: Synergistic Solutions | sylutions.com ::

Synergistic Solutions is a full service Executive Search and Career Services Firm representing Fortune 500 and small to medium sized companies nationwide. Through the use of the latest recruiting technologies and techniques, as well our residual referral reward program, we build the relationships required to help you attract and hire the best talent or change your career.

Synergistic Solutions offers Representation in the areas of Accounting, Finance, Information Technology, Sales and Marketing.

:: John Hancock Retirement Services ::

At John Hancock we believe the team approach provides the best service possible for your plan. In partnership with plan consultants and financial advisers, we can help design and build a retirement plan specifically suited to meet your needs. When you choose John Hancock you are choosing a market leader with a record of success, leadership and the financial strength you are looking for. See why we are a provider of choice for so many companies.

* #1 full-service provider to 401(k) plans

* Over 40,000 plans serving over 1.7 million participants

* #1 in sales of 401(k) plans to companies under 1,000 employees

:: Synergistic Solutions :: sylutions.com ::

Executive & Sr. Management | Accounting | Finance
Sales | Marketing | Information Technology

Official Website: http://sylutions-john-hancock-dania-fl.eventbrite.com/