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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

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