Annual Tax and Estate Planning Seminar

Date: Friday, May 15, 2015
Time: 8:15am - 4:30pm
Location: Stuart Corinthian Yacht Club
Speaker: Alan Gassman, Esq.; Matthew Rubin, Stacey McMahan, Esq.; and Robert Burns, RICP

8:15 am - 8:45 am - Registration and Continental Breakfast

8:45 am - 8:55 am - Ted O-Hara, President, Martin County Estate Planning Council update

9:00 am - 12:00 - Alan Gassman, Esq., Gassman Law Associates, P.A. - Joint Exempt Step-up Trusts (JEST's), Mathematics for Estate Planners and Estate Planner's Guide to Planning for IRA and Pension Benefits

12:00 - 1:00 pm - Lunch provided - Sponsored by United Way of Martin County

1:00 pm - 2:00 pm - Stacey McMahan, Esq., CLU, Pacific Life - Estate Planning for the Other 99.9%

2:00 pm - 3:00 pm - Matthew Rubin, Managing Director/Director of Investment Strategy, Neuberger Berman Trust Co., Investments and Market Outlook

3:00 pm - 4:00 pm - Robert Burns, RICP, Asst. Vice Present, AXA Distributors - Social Security Benefits Planning

4:00 - Social Hour

 

See Upcoming Event Calendar