Looking for a family retreat after the 2017 tax season?

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2 Departing: Returning: Friday, April 28, 2017 at 4 p.m. from Port Canaveral Monday, May 1, 2017 at 7 a.m. Looking for a family retreat after the 2017 tax season? The FICPA Sailfish Chapter s 3rd Annual Learn@Sea Cruise sets sail from April 28 through May 1, Earn up to 6 CPE credit hours as we travel between Port Canaveral, Nassau and Coco Cay aboard the Royal Caribbean Majesty of the Seas. Have a great time and benefit the future of our profession proceeds benefit the FICPA Educational Foundation! This event qualifies for 4 Technical Business (TB) hours and 2 Accounting and Auditing (AA) hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. 2

3 3rd Annual Cruise Supports FICPA Educational Foundation About the FICPA Educational Foundation The quality of tomorrow s accountants is vitally important. When we recruit, we look for bright, welleducated individuals willing to dedicate themselves to the CPA profession. The financial burden of a college education has dramatically increased, especially with the necessary fifth year of education required to become certified in Florida. The FICPA Educational Foundation provides scholarship funds and education programs to Florida s accounting students each year. The Foundation is supported by the generous donations of FICPA members, and thanks to their support, continues to provide more than $115,000 a year in scholarships to deserving accounting students across Florida. 3

4 Andrew F. Blum, J.D., LL.M., CPA Andrew provides continuing professional education for CPAs and continuing legal education for attorneys on a variety of topics including retirement, tax and estate planning. From 1989 until his retirement in 2011 at the rank of Commander, Andrew was an attorney with the US Navy Reserves. Andrew worked as a financial advisor from November 2011 until February Andrew received his J.D from Nova Southeastern University and an LL.M in Taxation from the University of Miami. He also has his B.B.A. in Accounting from the University of Miami. Mark Brechbill, CPA Mark Brechbill is the founder of Mark Brechbill, Certified Public Accountants, a large, local CPA firm serving small to mid-sized businesses in Stuart and on the Treasure Coast. The firm provides a wide range of services, including tax, audit, financial planning, business planning, and employee leasing brokerage services to businesses and individuals. Mark concentrates most of his time in the firm s business and tax consulting practice, assisting with business formation and organization, purchases and sales, and reorganizations. He also sponsors and hosts a series of call-in radio programs entitled Treasure Coast Solutions that answers listeners questions pertaining to business, financial planning, real estate, construction and community activities. 4

5 Friday, April 28, 2017 Embark :30 p.m. Meet & Greet p.m. Retirement Planning to 90 and Beyond Part I (1 TB) Andrew Blum, J.D., LL.M., CPA :50 p.m. Dinner (Group Seating) :15 p.m. Saturday, April 29, 2017 Mark Brechbill, CPA (A&A Update) (2 AA) :30 10:15 a.m. Michael A, Lampert, Esq. (Federal & State Tax Update) (2 TB).. 10:30 a.m. 12:15 p.m. Nassau, Bahamas (On your own or with a booked excursion) p.m. 12 a.m. Dinner (Group Seating) :15 p.m. Sunday, April 30, 2017 Coco Cay, Bahamas (On your own or with a booked excursion) a.m. 4 p.m. Retirement Planning to 90 and Beyond Part II (1 TB) Andrew Blum, J.D., LL.M., CPA :50 p.m. Farewell Cocktail Party p.m. Dinner (Group Seating) :15 p.m. Monday, May 1, 2017 Disembark a.m. 5

6 Friday, April 28, :50 p.m. Retirement Planning to 90 and Beyond: Computing Clients Numerical Goals (1 TB) Andrew Blum, J.D., LL.M., CPA Planning for retirement in today s world of longer life spans requires a well-grounded, mathematical approach to assist clients in accumulating sufficient assets to fund their retirement goals. This presentation discusses developing a budget and then applying present and future value computations to calculate numerical guideposts to assist your clients in funding their retirement nest egg. Saturday, April 29, :30-10:15 a.m. A&A Update (2 AA) Mark Brechbill, CPA (Request description and speaker photo) 10:30 a.m. 12:15 p.m. Federal & State Tax Update (2 TB) Michael A, Lampert, Esq. (Request description and speaker photo) 6

7 Sunday, April 30, :50 p.m. Retirement Planning to 90 and Beyond: Ideas for Funding an Extended Retirement (1 TB) Andrew Blum, J.D., LL.M., CPA With life expectancies reaching to 90 and beyond, a somewhat different view should be taken on funding retirement. The old model of social security, a small pension, and a small savings/investment account will not last for the 30 plus years of retirement that today s working clients face. This presentation will provide some ideas to assist with advising clients today and discuss more dynamic ways of meeting the financial needs of an extended retirement. 7

8 It s time to ditch ordinary vacations - and discover extraordinary in paradise. The ultimate family vacation, with thrills for adventurers of all kinds and all ages, the new Majesty of the Seas has been made over from bow to stern to offer more splashes, more excitement, and more family fun. Kids can have fun by the gallon at the new Splashaway Bay aqua park and catch a movie at the new poolside movie screen. Plus there s more to do with your time away from the kids too, like casino action at a fully reimagined Casino Royale and updated venues and bars. And you can share every moment with VOOM SM, the fastest Internet at sea, all while sailing to our exclusive island - CocoCay - where you can unwind a private cabana or discover even more ways to play at the floating aqua park. Rest & Relaxation Enjoy live sports and hit films on our poolside movie screen Renovated Vitality SM Spa with extensive treatment menu State-of-the-art Fitness Center, with classes including yoga and tai chi Sun Deck with 2 swimming pools Two whirlpool Jacuzzis Kids & Families Splashaway Bay* Aqua Park Family-friendly Jacuzzis Complimentary Adventure Ocean Youth Program Royal Babies and Royal Tots program Expanded teen-only hangout areas Family-friendly activities including games, contests, enrichment classes and lectures 8

9 Entertainment & Technology Surf, stream, and share in real time on the fastest internet at sea! VOOM sm Renovated and enhanced Casino and lounges Complimentary Broadway-style entertainment in the Main Theater 7,500 square-foot Vegas-style Casino Royale with 212 slots and 12 tables Nine bars and lounges that never have a cover, including Boleros Latin-themed lounge Duty-free shops onboard featuring name brand jewelry, perfumes, apparel and more Dining Options Main Dining Room with complimentary, multi-course dining for breakfast, lunch and dinner More complimentary options including the Windjammer Café, Sorrento s Pizza, Compass Deli, and room service** Johnny Rockets ** Café Latté-tudes** Action & Adventure Rock-climbing wall Basketball court Top-deck jogging track Video game arcade *Restrictions apply: Must be a minimum of 42 tall to ride. **Late night service charge applies to room service orders between midnight and 5 a.m. Additional charges apply for specialty dining venues. Specialty beverages, beer, wine and soda are charged separately and are offered at current bar menu prices. 9

10 How to register for the cruise. STEP Select Cabin Type Starting from: Inside Room from $268 per person Ocean View Room from $445 per person Jr. Suite from $711 per person Optional Travel Insurance $29 per person Early booking offer valid through Nov. 28, 2016: $25 per person onboard credit. Cruise deposit is $100 per person; final payment due on or before Feb. 12, STEP Book Your Room Contact Expedia Cruise Consultant, Jean Roye at (954) Jean is available Monday through Sunday from 9 a.m. 9 p.m. or by at jroye@cruiseshipcenters.com to book your cruise. Use Group # to be eligible for CPE presentations. Ask Jean about available promotions and discounts, e.g. Florida resident, past guest, senior or military. Please note: All passengers need a current passport or a birth certificate and driver s license. STEP Register for CPE $135 Member / $185 Non-Member This event qualifies for 4 Technical Business (TB) hours and 2 Accounting & Auditing (AA) hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. Register for the CPE portion at 10

11 Excursions (optional) Expedia Cruise Consultant, Jean Roye will assist you in booking all excursions. Please contact Jean at (954) Jean is available Monday through Sunday from 9 a.m. 9 p.m. or by at jroye@cruiseshipcenters.com. Cancellation Policy (excluding taxes and fees) 75+ Days no charge Days forfeit deposit Days 50% of fare Days 75% of fare 14 or Less Days 100% of fare The Florida Institute of Certified Public Accountants Educational Foundation, Inc. is recognized as tax exempt under section 501(c)(3) of the Internal Revenue Code. Contributions are tax deductible to the fullest extent of the law. A COPY OF THE OFFICIAL REGISTRATION (#CH2614) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE ( ) WITHIN THE STATE OF FLORIDA OR THROUGH THEIR WEBSITE REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. Based on double occupancy; subject to availability. Pricing includes port charges, taxes and fees. Prepaid gratuities are additional. 11

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