:: CPA Continuing Professional Education (CPE) :: Hosted by John Hancock & Synergistic Solutions Dania, FL (LIVE Event)

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

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.  Click here to RSVP in Boca Raton


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!

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