"Summer is over, but is Your Investment Portfolio Still on Vacation?"
Wednesday, September 19th, 2018
Presenters Christopher T. Battifarano, CFA, CAIA, Chief Investment Officer Dennis A. Landfried, Senior Vice President, FineMark National Bank & Trust
Come hear two experienced Financial Professionals address the current rate environment, and where they see it heading. Equity markets and why there could be more appreciation, despite the already long tenure of the current bull market.
Income Tax Planning 2018: Everything You Need to know about the new tax law changes before year-end!
Wednesday, October 24th , 2018
Presenter: Michele M. Hoover, CPA Solomon & Hoover CPAs PLLC
Come learn the significant changes to 2018 Income tax changes that might affect you.
Caregiver Support Workshop
Thursday, November 8th , 2018
Presenter: Eileen Poiley, MS Director of Education| USF Health Byrd Alzheimer's Center at the USF Health Neuroscience Institute
Topics covered will include:
"Strategies for Optimizing Life Insurance, Long Term Care and Annuities during Retirement"
Thursday, November 15th , 2018
Presenters: William L. (Chip) Graddy, CFP, Wealth Management Advisor and Orvil J.Elia, Financial Advisors with Northwestern Mutual
Come here two experienced wealth management advisors share financial planning ideas and strategies for existing insurance, long-term care policies and annuity contracts.
The Benefits of a Revocable Living Trust
Thursday, November 29th, 2018
Presenters: Craig Hersch, Attorney at Law, Michael Hill, Attorney at Law Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A.
Many wonder with an $11.2 million federal estate tax exemption whether Revocable Living Trusts remain relevant. In this informative workshop, Florida Bar Board Certified Wills, Trusts & Estates attorneys Craig R. Hersch and Michael B. Hill share the many non-tax reasons you'll want a Revocable Living Trust as the center of your estate plan.
Attendees will learn:
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