110 W. New York Ave.
DeLand, FL 32720
posted Nov 24, 2010 - 4:50:13pm
Parke S. Teal, CPA/PFS, shareholder of Dreggors, Rigsby & Teal, P.A. CPA’s in DeLand and associate Charles E. Riley, CPA attended the 14th annual CPAlliance Roundtable Nov. 6-8 at Marco Beach Ocean Resort in Marco Island.
Dreggors, Rigsby & Teal, P.A. CPA’s is a member of the CPAlliance Network of over 50 CPA wealth advisory firms which manage over $430 million in assets. The CPAlliance Network’s mission is helping clients identify their strategic financial goals, guiding them in the process of wealth accumulation and achieving financial independence.
Topics discussed at the Roundtable included advanced personal financial planning for the CPA Wealth Advisor and an economic/market forecast by Ralph Greggs V.P. Investment Director of Fidelity Investments of Boston, Massachusetts and Chas P. Smith, CPA/PFS, President of CPAlliance of Lakeland.
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