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06/13/2013 - SWFPA Annual Seminar - July

Saturday - July 27, 2013
Homewood Suites by Hilton, 3470 Fruitville Rd., Sarasota, FL
(941) 365-7300
Registration Form


Asset Protection For All Ages - The 2013 Update:
The Unknown Costs of Procrastination
Scheduled Participants:
Babette B. Bach, Esquire
Joseph Najmy, Esquire
Melody D. Genson, Esquire
Elizabeth Carlson, CFP, CPA
(8:15 a.m. to 1:00 p.m.)
8:15 - 9:00 Check In / Breakfast
9:00 - 9:45 Governmental Programs, Long Term Care: Babette B. Bach, Esquire
9:45 -10:30 Preservation of Wealth: Joseph Najmy, Esquire
9:45 - 10:30 Changes in Bankruptcy Law: Melody D. Genson, Esquire
10:30 - 10:45 Break
11:30 - 12:15 Financial and Tax Planning: Elizabeth Carlson, CFP, CPA
12:15 - 1:00 Panel Discussion / Question & Answer
Keynotes from the scheduled Speakers:
Babette B. Bach, Esquire
Learn more about the governmental programs which assist the elderly and disabled with their medical and long term care costs. The average cost of nursing home care is $6,500 a month in Florida. Effective planning can shelter assets from being depleted. V.A. benefits, Medicaid, long term care insurance, and planning tools will be taught.
Joseph Najmy, Esquire
Preservation of a family's accumulation of wealth has become more important in this challenging economy. Effective plans for preservation of assets should begin as early as possible. We will discuss strategies that you can use in your personal situation, and that can be used to understand client issues, and possible legal responses to those issues.
 Melody D. Genson, Esquire
Since 2005, Bankruptcy laws have changed significantly and are expected to continue to change. We will discuss how these changes relate to asset protection. Simply stated, if you want to keep all of your "stuff", should you file a bankruptcy?
Elizabeth Carlson, CFP, CPA
Itís a challenge to keep up with tax changes, which seem to happen often. And there are standard financial planning moves that we should make, especially at certain ages. Learn how tax implications relate to financial planning decisions.