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!
Topics Covered:
| Topic | Speaker |
|---|---|
| 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 |
