Annual Seminar

Date: Friday, May 18, 2018
Time: 8:15am - 4:00pm
Location: Stuart Corinthian Yacht Club, 4725 SE Capstan Avenue, Stuart, FL 34997
Speaker: Business Succession Planning, James Rosa & Amy Dalen, HBK CPA's & Consultants: 2018 Tax Law Update; Bonnie Conrad, J.D., Dept. of Elder Affairs, Elder Abuse/Financial Exploitation; Craig Jon Anderson, C & W Technologies: Cybersecurity, Dark Web, Hackers & Phishing. Sponsor: UW Martin County Fdn.

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Martin County Estate Planning Council presents its 35th Annual Estate Planning & Tax Seminar

May 18, 2018

Stuart Corinthian Yacht Club, 4725 SE Capstan Avenue, Stuart, Florida 34997

 

8:15 am - 8:45 am    Registration and Continental Breakfast Sponsored by HBK CPAs & Consultants

8:45 am - 8:55 am      Carrie Lavargna, President, Martin County Estate Planning Council update

9:00 am – 12:00 pm    JAMES M. ROSA, CPA, PFS, Principal, Chair; Tax Advisory Group,

                                    HBK CPAs & Consultants, Youngtown, Ohio

                                       AMY DALEN, J.D., Principal, HBK CPAs & Consultants, Naples, Florida

                                       2018 Tax Law Update

                                       Business Success Strategies & Planning

12:00 pm - 1:00 pm     Lunch provided - Sponsored by United Way of Martin County Foundation

1:00 pm - 2:00 pm    BONNIE CONRAD, J.D., Elder Abuse Prevention Coordinator, Dept. of Elder Affairs, Palm                                               Beach/Treasure Coast.

                                     Financial Exploitation

2:00 pm – 3:00 pm      CRAIG JON ANDERSON, Business Technology Advisor, C&W Technologies

                                      Cybersecurity, Dark Web, Hackers and Phishing

 

3:30 - Social Hour       Sponsored by UNITED WAY OF MARTIN CO. FOUNDATION

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