Thank you all for joining this year’s CPE Seminar hosting by Pension Investors Corporation of Orlando. Please take a moment and view some of the photos of this amazing event!
|Unlocking the Secrets of Exit Planning: Exit is Inevitable, but Failure is Not||Clarke Langrall, Jr., CEPA, LUTCF, Forecast Strategic Advisors|
|Death Benefit Hazards from Qualified Assets: All or Nothing at All||Peggy Hoyt, Esq. & Randy Bryant, Esq., Hoyt & Bryan LLC|
|Grandpa’s Leveraged 529 Gift Plan: Alternative Plan Investment Opportunities||Warren Steinborn, CRPC, Warren Steinborn Associates|
|Valuation Discount Safety Net: Case Studies Covering Fraudulent Conveyance||Gary Forster, Esq. & Eric Boughman, Esq., Forster Boughman & Lefkowitz|
|Plan Fiduciary Investment Responsibilities: Who, What, When, Where & Why||Charles “Chuck” Rowlan, CFP, Morningstar Investment Management|
|Life Settlement: Best Practices for the CPA||Jon Mendelsohn, CEO, Ashar Group|