November Monthly Meeting
Date: Tuesday, November 10, 2015
Time: 12:00pm - 1:00pm
Location: Bradenton Country Club
Speaker: David Boekeloo, JD, MST, CFP, CLU, ChFC, AEP
LPL Financial, LLC
Topic: Balancing income and estate tax planning in the new estate planning environment.
Mr. Boekeloo has over 20 years experience providing advanced wealth and estate planning to high net worth clients and the businesses they control. For the last 15 years, he has worked in the financial services industry providing tax, legal, and advanced financial planning support to financial advisors for their most significant clients. He has substantial experience and expertise in all aspects of estate, charitable, business, retirement, and executive benefits planning.
Additional information: http://www.tbepc.org/net/frmPeoBio.aspx?id=1426
