Date: Wednesday, June 6, 2018
Location: Crystal Ballroom – Hilton Orlando / Altamonte Springs. 350 Northlake Blvd, Altamonte Springs, FL.
| Topic | Speaker |
|---|---|
| 9:00am – 9:50am – Business Succession Decision Tree | Jim Swink, ChFC, CLU – Vice President Raymond James Insurance Group |
| 10:00am – 10:50am – Business Valuations: Preparing for Transition | George Rosen – Managing Director Florida Business Valuations |
| 11:00am – 11:50am – Emotional Intelligence and Common Sense | Wendy Sellers – Chief Operating Officer Blackrain Partners |
| 1:40pm – 2:30pm – TCJA 2017: Qualified Business Deduction Rule | Jim Flick, Esq. – President Flick Law Group |
| 2:40pm – 3:30pm – Refocusing on Privacy in a Post Equifax World | Steve Kaplan, Esq. – Director Chief Growth Officers LLC |
| 3:40pm – 4:30pm – Life Settlements: Tax Reform | Jason Mendelsohn – Managing Partner Ashar Group |
| 11:50am – 12:40pm – Buffet Lunch |
