1/13/2023

 Should I Stay or Should I Go? - Bruce Rosenblatt  

Expert on senior housing in Naples will discuss the right time to consider a senior living community, the costs and types of senior housing in southwest Florida, the pros and cons of hiring help, and how one can safely age-in-place in one’s own home.

 2/10/2023

Estate Planning - Howard Sosnik

Experienced Trusts & Estates attorney in Naples will discuss the basic set of estate planning documents everyone should have in place; probate, and the reasons to avoid it; estate tax considerations; basic asset protection considerations for heirs; and some state residency considerations.

 3/10/2023

Detecting and Avoiding Investment Fraud - Christopher Vernon

Expert investor rights attorney in Naples will provide tips on how to avoid becoming a victim of investment fraud and what to do if you may be a victim.

 4/14/2023

Economic Update & Estate Planning - George Wilson and Kyle Bacchus

Experienced Trusts & Estates attorneys in Naples will discuss legal strategies to handle assets. Michael Feldman will provide an update on the economy, bond and stock markets

 5/12/2022

Planning for Retirement Accounts Under the New Tax Laws  - Gary Sanders, CPA

Gary Sanders, CPA will guide you through the new maze of laws passed in December 2022, using actual cases and family situations, including:

• When should Required Minimum Distributions (RMD) begin?
• What are the new laws and new effective dates for distributions to surviving spouses and children?
• How do we plan under the new rules ?
• Should I convert to a Roth IRA?
• Obtaining a charity deduction using your IRA