Past Meetings

    November 10, 2017 RETIREMENT RETHINK Symposium

    November 10, 2017
    7:45 AM - 6:30 PM

    Hyatt Regency Coconut Point
    5001 Coconut Road
    Bonita Springs, FL 34134
    Venue website

    Annual Symposium Workshop

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    Bentleys & Ferraris, M453s & PIFs: Mitigating tax implications on different asset classes

    October 19, 2017
    5:30 PM - 8:00 PM

    Estero Country Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
    Venue website

    An engaging look by two experts in tax and investment opportunities for high net worth clients who have an interest -- or a collection -- of fine assets, with particular emphasis on exotic, luxury, or classic cars.

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    September 2017 chapter meeting

    September 13, 2017
    5:30 PM - 8:00 PM

    Estero County Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
    Venue website

    Todd Shelbaugh | Insurance Insights

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    August 2017 Chapter Meeting | Speed Networking

    August 09, 2017
    5:30 PM - 7:30 PM

    Estero Country Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
    Venue website

    Attend this fun, fast-paced, one-on-one networking event where you will have an opportunity to meet with fellow planners in Southwest Florida. Bring lots of business cards!

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    June 2017 Meeting | Medicare Supplement Planning for Your Clients

    June 14, 2017
    5:30 PM - 8:00 PM

    Estero County Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
    Venue website

    Meet Joe Badessa, CFP®, of JBL Investment Services and hear him discuss the latest strategies in Medicare and Social Security planning.

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    May 2017 Chapter Meeting | Protecting Clients from the Blind Side

    May 10, 2017
    5:30 PM - 8:00 PM

    Estero County Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
    Venue website

    Josh White from NEBCO Insurance Services Discusses Issues and Strategies Surrounding Personal Liability Exposure | 1 Hour of CFP(R) CE

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    Portrait of a Family Caregiver

    April 20, 2017
    5:30 PM - 8:00 PM

    Estero County Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
    Venue website

    Join us for our April meeting, featuring Annalee Kruger in a discussion about long term care issues and the toll that they can place on the family caregiver. This program will be good for 1 hour of CFP(R) CE.

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    Home Equity Conversion Mortgage (HECM) – The Ultimate Portfolio Insurance!

    March 23, 2017
    5:30 PM - 8:00 PM

    Estero County Club
    19501 Vintage Trace Cir
    Fort Myers, FL 33967
    Venue website

    Approved for 1 CFP(R) CE Credit Hour | Join us for our March meeting featuring reverse mortgage authority, John Salter...

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    Common Charitable Income and Estate Tax Planning Mistakes

    February 21, 2017
    7:30 AM - 10:00 AM

    Double Tree Suites by Hilton Naples
    12200 Tamiami Trail North
    Naples, FL 34110
    Venue website

    Approved for 1 CFP(R) CE Credit Hour | Join us for our February meeting and enjoy breakfast while our guest speaker, Bob Napier, will be discussing common charitable income and estate tax mistakes, charitable tax deduction strategies, and tax filings.

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    2017 Economic Forecast

    January 19, 2017
    5:30 PM - 8:00 PM

    Hodges University
    2655 Northbrooke Drive | Stock Building | White Community Room
    Naples, FL 34119
    Venue website

    Nationally recognized Economists Dr. Christopher Westley and Douglas Duncan | Approved for 2 CE Credits

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