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Date/Time
Date(s) - Thursday, March 21, 2019
1:30 pm - 3:30 pm

Location
Good Shepherd Hospice Somers Hospice House

Categories


Are you not sure where to begin planning for the future?  Do you have a lot of questions about the ins and outs of taxes, particularly inheritance tax? Please join Good Shepherd Hospice for a free estate planning seminar on Thursday, March 21, 2019 from 1:30 to 3:30 p.m. There will be a panel discussion with experts who will also answer your questions about law, wealth management and accounting taxes.

The experts are:

Law

estate planning seminar sebringJason A. Penrod, B.C.S., CELA, with more than 15 years of experience in estate and elder law and board certified as an expert

Wealth Management

estate planning seminar sebringPhillip W. Statler, EA, with more than 10 years of experience in financial planning

Accounting/Taxes

estate planning seminar sebringMark Cox, CPA, with more than 29 years of experience in accounting

Light refreshments will be served, and there will also be giveaways. Seating for this complimentary estate planning seminar is limited. RSVP by calling Michelle Gomez with the Chapters Health Foundation at 863.583.3129 or email: gomezburdickm@chaptershealth.org.

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