Loading Events

« All Events

North Central Florida Estate Planning Council Member Meeting

May 8 @ 11:30 am - 1:00 pm

Join us for the Estate Planning Council Membership Meeting. RSVP Here

Each member is permitted to bring a guest one time per year at no cost. Space is limited. Please email office@cfncf.org with any questions. 

This session is sponsored by Capital City Bank

Topic: Life Settlement and Insurance Valuation for Estate Tax Professionals

Explore the 35 critical factors that can swiftly erode the value of your business, shedding light on common pitfalls and crucial strategies to protect and enhance your company’s worth. Gain invaluable threats that can undermine your business’ value and learn how to fortify its long-term financial health.

Presenter: Jamie L. Mendelsohn with the Ashar Group

Details

Date:
May 8
Time:
11:30 am - 1:00 pm