30th Annual Success Event

Date: Friday, October 22, 2021
Time: 9:00am - 1:00pm
Location: Imperial Golf Club
Speaker: Jeremiah W. Doyle

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ATTENTION:  This is our first "In Person" Speaker with Jeremiah Doyle for the EPC of Naples since January 2020!  Please register and support your EPC.  Today is last day to register! 

TOPIC: ESTATE PLANNING IN A LOW INTEREST RATE ENVIROMENT

How to take advantage of current low interest rates to transfer

significant wealth to the next generation. 

Objective: 

  • Learn what estate planning techniques work best in a low interest rate environment
  • Learn how to take advantge of historic low interest rates, a historic large transfer tax exemption and possible low valuations to transfer significant wealth to lower generations.
  • Discover how to overcome common administration issues encountered with planning in a low interest rate environment. 

Please RSVP through the website or print the attached flyer and mail in to reserve your spot TODAY!

 

Thank you to our Eagle Sponsors:

MaxWealth Management

Brown and Brown Insurance

 

 

Related Document(s):

See Upcoming Event Calendar