Past Events

June 26, 2024 Webinar: Deathbed Income Tax and Transfer Tax Planning Opportunities
Aejaz A. Dar, JD and Ellis Pretlow, JD
May 29, 2024 Wine Down Wednesday
May 10, 2024 2024 Spring Gator Gathering
Various
May 2, 2024 North Central Florida Estate Planning Council May Member Meeting
Panel
March 7, 2024 North Central Florida Estate Planning Council March Member Meeting
Kate Brunori, Lincoln Financial Group
January 30, 2024 Meet the Firm: Salter-Feiber
January 18, 2024 North Central Florida Estate Planning Council January Member Meeting
Heckerling Institute Update
November 9, 2023 North Central Florida Estate Planning Council November Annual Member Meeting
Sam A. Donaldson, J.D.,
October 17, 2023 North Central Florida Estate Planning Council October Happy Hour
NA
September 7, 2023 North Central Florida Estate Planning Council September Member Meeting
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®
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