Tax Reform & Year-End Planning

    November 15, 2018
    11:30 AM - 1:00 PM
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    Cypress Lake Country Club
    6767 Winkler Rd
    Fort Myers, FL 33919
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    TAX REFORM & YEAR END PLANNING
    Thursday, November 15, 2018
    11:30am - 1:00pm - luncheon
    Cypress Lake Country Club
    Host: Estate Planning Council of Lee County

    We are joining forces with the Estate Planning Council of Lee County in November to increase planner networking and provide an opportunity for our members to participate in an important presentation on Tax Reform & Year-End Planning by Matt Shell, CPA, CFP®, a tax manager with Markham Norton Mosteller Wright and Company, P.A. 

    Guests will enjoy networking, lunch and an educational presentation.


    If you are also a member of the Estate Planning Council of Lee County, simply make your reservation HERE. (no fee)

    If you are NOT a member of the Estate Planning Council of Lee County, but wish to attend this luncheon, make a reservation HERE. ($35/nonmembers).

    REGISTRATION DEADLINE: NOV. 9


    The Financial Planning Association of Southwest Florida will host its next educational chapter meeting in January 2019. Dates & Speaker TBA.