lunch and learnnaacphillsborough.org/.../8-23-17-asset-protection-abc-lunch-and-learn.pdf ·...
TRANSCRIPT
11:30AM1:00PM | $30 MEMBERS/ $45 NONMEMBERS | LUNCH PROVIDED
AUGUST 23RDABC Office 2008 N. Himes Ave; Tampa
DATES AND LOCATIONS
PRESENTERStephen Lackey, Ellis De Jesus CFP® and Michael Orecchioof Northbridge Financial Group, LLC, and Temple Drummond, A orney at Law, Drummond Wehle LLP
Michael Orecchio, Stephen Lackey and Ellis De Jesus are Registered Representaves with, and Securies are offered through LPL Financial. Member FINRA/SIPC.
The informaon to be presented is not intended to be a substute for specific individualized legal advice. We suggest that you discuss your specific situaon with a qualified legal advisor.
LPL Financial and Northbridge Financial Group, LLC are not affiliated with ABC, or Temple Drummond and Drummond & Wehle. LLP.
Which of your assets are protected and which are exposed.
Specific strategies that seek to maximize wealth preservaon.
Financial vehicles that protect your assets under Florida law.
Laws have recently changed. Has your asset protecon plan been updated?
How estate planning and business structures can be used to protect your assets.
Strategies that seek to maximize wealth transfer to your heirs.
How to properly tle assets to gain protecon.
TOPICS THE CLASS WILL COVER:
ASSET PROTECTION SEMINAR FOR CONTRACTORS: ARE YOUR ASSETS PROTECTED FROM CREDCREDITORS, LAW SUITS, MARKET VOLATILITY & TAXES?
LUNCH AND LEARN
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Method of Payment:
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Name of Attendees:
ABC Members Attending
___________ X $30 = ___________Non- Members Attending
___________ X $45 = ___________
Phone
Address
Name
Company Name
REGISTER BY EMAILING THIS FORM TO [email protected] OR FAXING FORM TO 813.876.1970 NO SHOWS WILL BE BILLED | CHECKS PAYABLE TO: ABC, 2008 N. HIMES AVE., TAMPA, FL 33607 OR CALL (813) 879-8064REGISTRATION