back »

Local Wealth Coach to Speak
at the FICPA Summer Vacation Cluster

Melbourne, Florida, June 22, 2009 — Tom Kirk, Wealth Coach and Founder of CPA Wealth Management Services of Melbourne, FL was invited to speak at the FICPA Summer Vacation Cluster, which will take place on July 30, 2009 at the Disney Hilton in Orlando, FL.

“In light of current economic developments, this training session presents Central Florida CPA’s with a great opportunity,” shares Tom Kirk. “This will be an opportunity for the CPA’s to learn how to use financial planning as a tool to grow their practice, differentiate from other CPA’s, and increase their clients’ confidence.”

During the training session Tom, a CPA himself, will share with the other CPA’s real life experiences on how they can help free their clients from the financial paralysis during the economic downturns while creating significant revenue streams for their firms.

The training session is open to Central Florida FICPA members as well as non-members. To register, please go to www.ficpa.org/public/conference/register.aspx and select Summer Vacation Cluster: Financial Planning.



About CPA Wealth Management Services: CPA Wealth Management Services was founded in 1997 as an affiliate firm of Hoyman Dobson, CPA (www.hoyman.com). Clients of CPA Wealth Management Services experience two unique processes: The WealthCare Solution™, which was created for affluent individuals and The Retirement Plan Optimizer™ - developed for their 401(k) plans. In 2007 CPA Wealth Management Services was selected by Goldline Research as one of “The Ten Most Dependable™ Wealth Managers of Florida,” as recognized by Forbes Magazine. For more information, please visit CPA Wealth Management Services website at www.cpawms.com or call 321-254-1668.