Meet the Professionals

Meet the Professionals

We have some great industry professionals joining us at our upcoming Meet the Professional’s Event.

Our lineup for the evening includes:

Hank Cleare providing us with a market update

Marlene Lieberman educating us on elderly care management including; home care, short term and long term care and rehabilitation and assisted living options

Elliott Starman CPA speaking on new tax reforms in 2019, changes to itemized and standardized deductions and opportunity zones

Bruce Iden, who plans on answering some important and often times unaddressed questions. When is it time to review and update your estate plan? What personal changes necessitate plan changes? and discussing how Florida tax law changes can impact durable POA and health care POA