Fitzgerald Contributes to 14th Annual Financial Planning Symposium

Maitland, Fla.- December 22, 2003- Charles E. Fitzgerald, III, CFP, principal of wealth management and retirement services firm, Spraker, Fitzgerald, Tamayo & Moisand, LLC, and newly seated president of the Central Florida Chapter of the Financial Planning Association, is making volunteer contributions to the planning of the 2004 14th Annual Symposium. The event, scheduled for January 15 and 16 in Lake Mary at the Marriott, is the chapter’s flagship event of the year.

The two-day symposium will include presentations by industry experts covering a wide range of topics including estate tax planning, insurance, asset protection, life planning, practice management and the future of the financial planning profession. The event offers exceptional opportunities for exchanging ideas with leading professionals, staying current with the latest financial planning offerings and techniques, enriching and renewing industry relationships and gaining continuing education credits.

Fitzgerald’s 100 volunteer hours have helped to bring in record sponsorships and a group of distinguished, national speakers including Vice President and Deputy Chief Economist for TD Waterhouse, Peter Drake, financial planner and author, Deena Katz, CFP, and financial writer, columnist and personal coach, Nick Murray.

“We are very pleased with the lineup of sponsors and speakers for this year’s event,” says Fitzgerald. “The growth of the Symposium and the chance to broaden financial planner resources is important to the Central Florida Financial Planning Association.”

Spraker, Fitzgerald, Tamayo & Moisand, LLC offers comprehensive wealth management services to individuals in or near retirement, corporate executives, professionals, business owners, and other high net worth individuals. The firm, registered with the U.S. Securities and Exchange Commission, offers estate planning, investment management, cash flow and income tax strategies and retirement planning. Spraker, Fitzgerald, Tamayo & Moisand, LLC currently manages a combined total of more than $102 million. They operate out of offices located in Maitland and Melbourne and can be reached at 407.869.6228 or online at www.SprakerFitzgerald.com


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