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Events and Seminars

Title: LS02 - Getting Your Financial House In Order Before The New Year
Speakers: Michele Hoover, CPA, Solomon & Hoover
Eric & Sherri Hynden, ChFC's, Flint Financial Group, UBS
Jeff Cory, CFP, Legacy Foundation at Shell Point
Date: Friday, November 17, 2017
Time: 10:00 am - 11:00 am
Place: Grand Cypress Room/Woodlands Commons
Signup Required

2018 is just around the corner and this information-packed seminar will give you a hands on approach to getting your financial affairs in order, as well as provide year-end ideas and strategies to help minimize your income tax.

Having specific goals and a step-by-step plan are essential for adequately equipping you for long term success.  Learn how to set goals for your family and your legacy with an organizational system that keeps all important items securely in one place.

And, as an added bonus, learn the estate planning documents you want to be sure to have (up-to-date) before we enter into the New Year.


To register by phone, contact the
Registration Desk
(239) 489-8472

To register online,
follow the instructions below.
Please include your phone number in the Comments Field

Thank you for reaching out to The Legacy Foundation at Shell Point, Inc. We are delighted that you are interested in further information. We will make every effort to respond to you in a timely manner.

If you are registering for a Seminar/Event, please reference the Seminar/Event name as well as the number, if appropriate, in the Comments section.

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