MCEPC - MAY ANNUAL TAX & ESTATE PLANNING SEMINAR
Date: Friday, May 3, 2024
Time: 9:00am - 3:00pm
Location: The Kane Center, 900 SE Salerno Road, Stuart, FL
Speaker: We have a Stellar Lineup of Speakers!
Martin County Estate Planning Council
Friday, May 3, 2024
Seminar Schedule
9:00AM Breakfast Served
9:10AM-9:15AM Welcome- Glenn Graves
9:15AM-10:15AM Stephen Hedrick
(Edward Jones): Exit Strategies
10:15AM- 11:15PM Richard Warner
Inbound Community Property Planning
11:15AM- 12:15PM Scott Roads
Dividends Ahoy! Anchoring to cash flow over price
12:15PM- 12:45PM Lunch
12:45PM- 1:00PM Recognize sponsors- Glenn Graves
- Lunch Sponsor - Edward Jones
- Northwestern Mutual
- Fox McCluskey Bush Robison, PLLC
- HBKS Wealth Advisors
- HBK CPAs & Consultants
- United Way of Martin County
1:00PM- 2:00PM Nathan Flah
Identifying Fraud in the Sale and/or financing of Life Insurance Products
2:00PM Q & A Panel
