lunch and learnnaacphillsborough.org/.../8-23-17-asset-protection-abc-lunch-and-learn.pdf ·...

1

Upload: others

Post on 24-Sep-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: LUNCH AND LEARNnaacphillsborough.org/.../8-23-17-Asset-Protection-ABC-Lunch-and-Learn.pdf · 2017/8/8  · LUNCH AND LEARN Signature Credit Card Number Billing Zip Exp. Date CVV #

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

Signature

Credit Card Number

Billing Zip

Exp. Date CVV #

Method of Payment:

Check

Visa MasterCard

American Express

Name of Attendees:

ABC Members Attending

___________ X $30 = ___________Non- Members Attending

___________ X $45 = ___________

Email

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