CANCELLED!! - 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

See Upcoming Event Calendar