An Estate Planning Case Study of Ideas, Opportunities & Concerns in Our Current Planning Environment
Date: Tuesday, July 26, 2011
Time: 8:00 AM - 10:00 AM
Location: LPGA International, 1000 Champions Drive, Daytona Beach, FL 32124
Speaker: Brad Gornto, Sherry Burger, Joe DeRosa, Mary Greenlees, William Ward
Panel Discussion –
- Bradford B. Gornto, JD, LLM – (Estate Planning Attorney)
- Sherry Burger, CFP CTFA First Vice President & Trust Officer of Suntrust Banks (Trust Officer)
- Joseph M. DeRosa, CLU, ChFC from The Executive Compensation Group (Financial Advisor & CLU)
- William Ward – Director of Community Foundation of Volusia and Flagler Counties (charitable advisor)
- Mary Greenlees - Partner at Olivari & Associates, CPA’s & Consultants (accountant)
Case Study Fact Pattern
Click Here
Cost: $20.00 for all attendees, payable at the door. Please note that persons making reservations and not cancelling by noon, Monday July 25th, will be invoiced by the EPCFC for the program cost.
Directions to LPGA International:
Reservations: Please contact Kirstin Moore at kwynnmoore@cfl.rr.com or 386-677-9464
