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WIFS Northeast Florida invites you to join us for Lunch! Tuesday, January 14, 201411:30am Sign-in & Networking 12:00-1:00pm Program/LunchSheraton-Southside (NEW LOCATION!)Interactive Tax and Healthcare Reform Panel featuring: Joan Galletta, JD Account Executive with JP Perry Insurance, Inc.& David Barley, CPA, MBA Manaing Member with Barley McNamara Wild Martin CPAs & Assocs With all the debate and confusion about health care and tax reform our panel will discuss and clarify how it each of these issues will affect small businesses in 2014
Don't miss your chance to win a COACH PURSE! Join or Renew membership by January 14, 2014 and be entered into the drawing to win a COACH Purse. *You do not need to be present to win CLICK HERE TO JOIN WIFS! www.WIFSNEFL.org Joan Galletta is an Employee Benefits Consultant with JP Perry Insurance, Inc., specializing in group benefits. Joan's areas of expertise are plan design, compliance issues and legislation associated with group health plans. She earned her law degree (Juris Doctor) from the University Of Florida College Of Law in 1987, where she specialized in contract law. She also holds degrees in Political Science and Criminal Justice. Joan has served as a consumer and legislative advocate in many capacities. She served as State Legislative Chair for the Florida Association of Heath Underwriters from 2003-2006 and as Regional Legislative Chair for the National Association of Health Underwriters for the southeast region of the United States from 2007-2009. She is currently NAHU's Legislative Vice chair for the southeast region. Joan was appointed to the Florida Health Insurance Advisory Board in 2006 by Insurance Commissioner Kevin McCarty,and continues to serve on that board. The Board, which is chaired by Commissioner McCarty, is charged with making recommendations to the Office of Insurance Regulation, Governor's Office, and State Legislature regarding healthcare regulation and legislation. She is frequently asked to speak on the topic of the implementation of the new healthcare legislation and serves on various carrier advisory panels. Joan has been an Account Executive with JP Perry Insurance since 2003. David Barley has been practicing public accounting for more than 20 years.
He provides three major areas of proficiency; tax services (income, retirement, investment, estate and gift tax planning), financial services (compilation of financial statements, payroll tax compliance, and workers’ compensation insurance compliance), and business consulting services (litigation support, best process analysis, software selection and implementation).A graduate of the University of Florida (MBA) and the University of North Florida (BS), David holds a master’s degree in management and a bachelor’s degree in accounting. He is a Certified Public Accountant. David serves on the FICPA University of Florida Accounting Conference Committee and is a member of the FICPA Litigation & Valuation Services Section.David serves on the American Lung Association’s Planned Giving Committee and is the Chapter Financial Advisor for the University of Central Florida’s Sigma Chi Fraternity.He enjoys football, boating and travel.
15.00 true WIFS Member 15.00
20.00 true WIFS New Guest (1st & 2nd Attendee) 20.00
23.00 true WIFS Guest 23.00