Tampa, FL
Next Meeting
RESERVE A SPOT
Date:
Wednesday February 12, 2025 5:30pm - 8:00pm US/Eastern
Location:
University Club Tampa
201 N Franklin St #3800
Tampa, FL 33602
Agenda:

Please join us for the 1st IN-PERSON FENG Tampa Chapter Event of the Year!

Topic: 2025 Financial Strategy:  Securing Market Gains; Tax Changes and LTC (Long Term Care)  Protection

Speakers:  Scott Kemps, President, Spectrum Advisors, LLC;  Ed Hochard, President & Founder of The Annuity Shop, and Alan Gonzalez, Attorney at Walters, Levine, Klingensmith & Thomison P.A.

Here is a sneak peek preview with one of the panelists, Ed Hochard, President of Safe Money Strategies and Slava Burdman, Tampa Chair, discussing what the event will cover. https://youtu.be/1H7Ei0o9wow

Dress Code: Business

Presentation:

Join us as chapter friends Scott Kemps, Ed Hochard and Alan Gonzalez share their perspectives on some of the critical questions we face in 2025:

  • Strategies for turning recent market gains into “guaranteed” retirement income; How to protect yourself from the likely market “adjustment”
  • Anticipated changes to estate tax laws under the new administration and how to prepare for upcoming legislation.
  • Long-term care is more than just insurance products. Learn how to optimize asset positioning for yourself and your dependents.

These and many other questions will be addressed. Bring your own questions for Scott, Ed and Alan to discuss during the one-hour presentation or at the mixer to follow.

 

Speakers' Bios:

Scott Kemps - https://www.linkedin.com/in/scottkemps1/

Ed Hochard - https://www.linkedin.com/in/ed-hochard-27243058/

Alan Gonzalez - https://www.linkedin.com/in/alan-gonzalez-130a1a6/

 

If you have any questions about this Event, Ideas for Future Events or would like to volunteer to help Organize future events pls don't hesitate to reach out to Chapter Chairman Slava Burdman

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot 2025 Financial Strategy: Securing Market Gains; Tax Changes and LTC Protection Feb 12
5:30pm - 8:00pm US/Eastern
17 Not registered Free
Reserve A Spot What's Next? Corporate Board Positions, Nonprofit & Staying Engaged Apr 17
5:30pm - 8:00pm US/Eastern
9 Not registered Free
FL Life Sci Funding: Challenges & Solutions for CFOs (IN PERSON) Dec 12, 2024
5:30pm - 7:30pm US/Eastern
25 Not registered Free
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5:30pm - 7:30pm US/Eastern
38 Not registered Free
Investment Banking Demystified with Bradley Gayheart Sep 12, 2024
5:30pm - 7:30pm US/Eastern
20 Not registered Free
Networking Social Event Jun 11, 2024
6:00pm - 8:00pm US/Eastern
7 Not registered Free
Learning ESG Insights & How ROI is measured May 26, 2022
5:30pm - 8:00pm US/Eastern
1 Not registered $65.00
Positive Psychology and Well-Being in the Workplace (Webcast) Apr 23, 2021
12:00pm - 1:30pm
4 Not registered Free
Supply Chain Risk Management is Key to Building a Resilient Supply Chain Mar 25, 2021
12:00pm - 1:00pm
1 Not registered Free
Using RPA (Robotic Process Automation) to Automate F&A Processes Feb 25, 2021
12:00pm - 1:00pm
7 Not registered Free
Jan 19, 2021
12:00pm - 1:00pm
6 Not registered Free
Dec 10, 2020
12:00pm - 1:00pm
8 Not registered Free
Sep 30, 2020
5:30pm - 8:30pm
13 Not registered Free
Jul 14, 2020
5:30pm - 7:30pm
14 Not registered Free

Chapter Description

The Tampa Chapter currently has 722 members.

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Member Stats

Total Members 717
Alumni (58%) 419
Active (33%) 236
Associate (1%) 4
Retired (8%) 58