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avatar for Mark Matos, CFP®️, CLU®️, ChFC®️

Mark Matos, CFP®️, CLU®️, ChFC®️

HBKS™️ Wealth Advisors
Senior Financial Advisor
Naples, Florida Area
Friday, May 6
 

7:15am EDT

Registration Opens - Grand Lawn Pavilion The Ritz-Carlton Golf Resort, Naples

7:45am EDT

Continental Breakfast - Grand Lawn Pavilion Grand Lawn Pavilion

8:15am EDT

Welcoming Remarks - Grand Lawn Pavilion Grand Lawn Pavilion

10:00am EDT

Coffee with Alan: An Introduction to Select Estate Planning and Asset Protection Strategies Tiburon 1

11:00am EDT

Pulling the Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There Tiburon 1

12:15pm EDT

What We Wish We Knew When We Started Practicing Law-Non-Tax and Practical Advice for Estate Planners Young and Old Grand Lawn Pavilion

1:00pm EDT

Wealth Asset Protection Blue Heron Room 1

2:00pm EDT

10 Questions Every Planner/Tax Advisor Should Ask Before a Client Purchases or Continues a Life Insurance Policy Tiburon 1

3:00pm EDT

Estate Planning for Artists, Authors, and Other Copyright Owners Tiburon 1 Soup to Nuts: A Guide to the Homestead Act Blue Heron Room 1

4:00pm EDT

From Cyberspace to Office Space: The Attack on Confidentiality and Ethics and What Lawyers Can Do About It Grand Lawn Pavilion

5:30pm EDT

Cocktail Reception Grand Lawn Pavilion