Annual Tax and Estate Planning Seminar
Date: Friday, May 19, 2017
Time: 8:15am - 4:30pm
Location: Stuart Corinthian Yacht Club
Speaker: See Agenda for Full Details
The Martin County Estate Planning Council is pleased to announce the 34th Annual Estate Planning and Tax Seminar on May 19, 2017, at the Stuart Corinthian Yacht Club, 4725 SE Capstan Avenue, Stuart, FL 34997. Please join us on May 19th for the following presentations:
- Mark Parthemer, Esq. and Sasha Klein, Esq. - Florida Law Update; Digital Assets; Current Developments; Advanced Estate Tax Planning; Wrapping it All Together-Holistic Planning
- Kaye Harwood, Exam Manager, FINRA - Prevalence of Senior Fraud, FINRA Foundation Research; Statistics and Trends from Helpline; Best Practices, FINRA Rule 2165 and Amendments to Rule 4512; Outreach and Investor Alerts; Resources
- Scott Roads, Managing Partner, Spectra Investment - Capital Market Update: Divergence 2.0, Industry Trends, Thoughtful Questions for Client Meetings
- Melissa "Lisa" Fricke, V.P., Estate Settlement Officer - Planning for Personal Property - Your Stuff; Watch Your Language; Managing Expectations; Valuations; 706 Audits; Examples
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