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Events and Seminars

LS01

"Summer is over, but is Your Investment Portfolio Still on Vacation?"
Sign up required

Wednesday, September 19th, 2018
10:00 AM
Grand Cypress Room/WDL

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.

LS02

Income Tax Planning 2018: Everything You Need to know about the new tax law changes before year-end!
Sign up required

Wednesday, October 24th , 2018
10:00 AM- 11:00 AM
Grand Cypress Room/WDL

Presenter: Michele M. Hoover, CPA Solomon & Hoover CPAs PLLC

Come learn the significant changes to 2018 Income tax changes that might affect you.

  • Taking the standard deductions versus itemizing deductions
  • Medical deductions for Shell Point residents
  • It really does pay to be charitable
  • Estate tax law changes
  • Receive a complimentary 2018 Tax Pocket Guide
LS03

Caregiver Support Workshop
Sign up required

Thursday, November 8th , 2018
1:00 pm- 3:30 pm
The Village Church Auditorium

Presenter: Eileen Poiley, MS Director of Education| USF Health Byrd Alzheimer's Center at the USF Health Neuroscience Institute

Topics covered will include:

  • Understanding Alzheimer's and other dementias
  • How to effectively communicate with a person with Alzheimer's
  • Understanding cognitive loss and how that affects behaviors
  • Learning to live in the Alzheimer's realty and why it's important
  • Tips for successful caregiving
  • How to prevent and respond to difficult behaviors
  • Tips for making dressing, bathing, and mealtime easier
  • Making the home environment safe for a person with memory problems
LS04

"Strategies for Optimizing Life Insurance, Long Term Care and Annuities during Retirement"
Sign up required

Thursday, November 15th , 2018
10:00 AM - 11:00 AM
Grand Cypress Room/WDL

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.

LS05

The Benefits of a Revocable Living Trust
Do I still want one or need one?"

Sign up required

Thursday, November 29th, 2018
10:00 am - 11:00 am
Grand Cypress Room/Woodlands Commons, 2nd Floor

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:

  • How a Will is not private and why a Trust is;
  • How Trusts are more difficult to challenge than Wills;
  • What the probate process is and why it's unrelated to estate taxes;
  • How you can build a trust to protect the inheritance for your loved ones;
  • Why it's important to update your estate plan to Florida law if you haven't done so already
  • Why it's important to align your assets with your estate plan

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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