Registration for this event is now closed
Annual Meeting & Social Event
Registration for this event is now closed.
ANNUAL LUNCHEON MEETING
COUNCIL ANNUAL UPDATE
EDUCATIONAL PROGRAM TOPIC:
The Power of Using Visuals to Deliver Effective Wealth Management Advice
&
Advanced Education Planning
SPEAKER
Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax
TIME
11:30am - 3:00pm
LOCATION
UNF Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224
Continuing Education:
Applied for credits for the following designations:
CLE, CFP®, FL Insurance, CTFA, CPE for CPAs, CLU®, ChFC®.
Members attend free with registration.
Guest cost is $50 per person (includes lunch and 3 hours of CE).
Online registration and advanced payment online is required.
AFTERNOON-EVENING SOCIAL EVENT
LOCATION
The YARDS
254 Alta Drive
Ponte Vedra Beach, FL 32082
Sponsor Participation Levels
Event Sponsor (Limited to 2) $2,000 include
• 4 Golfers
• Logo on Displays
• Tent/Table space available
• 6 signs throughout event area
Putting Contest Sponsor $1,000 include
• 2 Golfers
• Logo on Displays
• Sign on Hole
Pickleball Sponsor $1,000 include
• 2 Pickleball players
• Logo on Displays
• Sign at courts
Beverage Sponsor (Limited to 4) $500 include
• Logo on Displays
• Drink tickets to distribute
• Sign at Bar
Food Truck Sponsor (Limited to 2) $500 include
• 2 Signs at Food Truck
• Logo on Displays
Corn Hole Sponsor $250 include
• Sign at Corn Hole
• Logo on Displays
Hole Sponsor (Limited to 9) $250
• Sign on Hole
• Logo on Displays
Event Chairman: Reid Hartsfield, email reid.hartsfield@td.com or 904-710-2919 (call/text)
Council office: Cherri Ohmer, email NEFepc@gmail.com or 904-626-6282 (call/text)
*Be sure to enter your preferred golf pairing in the "Special Request" area below.
Click here to download or print the flyer. Please utilize the flyer to make your selection and consider making payment by check, mailed to the Council office.
