Estate Planning Council of Polk County October Dinner Meeting
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The Estate Planning Council of Polk County invites its members and guests to the
Tuesday, October 18, 2022 Dinner Meeting to be held at
Fresco’s, located at 132 South Kentucky Avenue, Lakeland, FL 33801
Social and Networking : 5:30 – 6:00 p.m.
Meeting Starts at 6:00 p.m. sharp
TOPIC:
Health Savings Accounts
Health Savings Accounts are by far one of the best tools for financial, estate, and tax planning. Join us as James Luffman and Nolen Bailey provide information on how to make HSAs work for you and your clients through a guided presentation from a tax and retirement perspective.
There is not cost for current members to attend, however RSVP is required
by Monday, October 17th at noon.
Guests and potential members are welcomed – payment of $50 must be made online by Monday, October 17th at noon.
Please note that there is limited seating for meetings. If you find that you are not able to attend be sure to cancel your RSVP in order to allow someone else the opportunity to attend.
Thanks to CPS Investment Advisors, for being our Platinum Sponsor for the 2022 - 2023 membership year.
The Mission of the Estate Planning Council of Polk County is to promote the multi- disciplinary approach of estate planning by supporting its members, encourage cooperation among members to create a thorough and complete estate plan for clients, provide education and learning opportunities for members, and increase awareness of the importance of estate planning by a team of professional advisors.
