by Wilma Norton in Professional Development
Join us for ‘Planning for the Modern Family’ seminars
Discover local experts presenting their tax and estate planning knowledge right here in the Tampa Bay area on Thursday, January 29 or or Friday, January 30 from 7:30 am to 11:30 am.
A lineup of esteemed estate planning professionals will speak on a variety of topics that encompass business succession planning, estate planning for blended families and unmarried couples, and a panel discussion on the pitfalls of naming a family member as trustee. The January 29 seminar is in Riverview. The January 30 seminar is in Sun City Center.
Application is being made for three continuing education credits for attorneys, CPAs, CFP®s, and CTFAs. Fee is $50. Choose the date and/or location that work best for you. Register now.
For additional information call me at the Foundation office on my direct line at 813.609.4855. We look forward to having you join us!