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Is your estate plan ready for 2025? Discover how recent changes could impact your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Naples-UBS Private Wealth Management 801 Laurel Oak Drive, Suite 708 Naples Florida 34108

13 January, 20252:00 PM - 3:30 PM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon, CEPA

Register for this event

Is your estate plan ready for 2025? Discover how recent changes could impact your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Naples-UBS Private Wealth Management 801 Laurel Oak Drive, Suite 708 Naples, FL 34108

13 January, 202510:00 AM - 11:30 AM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon, CEPA

Register for this event

Is your estate plan ready for 2025? Discover how recent changes could impact your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Sarasota-UBS Private Wealth Management 1819 Main Street, Suite 900 Sarasota, Florida 34236

15 January, 20252:00 PM - 3:30 PM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon, CEPA
  • Brett Schumbacker

Register for this event

Is your estate plan ready for 2025? Discover how recent changes could impact your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Sarasota-UBS Private Wealth Management 1819 Main Street, Suite 900 Sarasota, Florida 34236

15 January, 202510:00 AM - 11:30 AM
  • Jason E. Stephens, CFP
  • Michael J."Mic" Lundon, CEPA
  • Brett Schumbacker

Register for this event

Is your estate plan ready for 2025? Discover how recent changes could impact your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Naples-UBS Private Wealth Management 801 Laurel Oak Drive, Suite 708 Naples, FL 34108

21 January, 202510:00 AM - 11:30 AM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon, CEPA

Register for this event

Is your estate plan ready for 2025? Discover how recent changes could impact your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Sarasota-UBS Private Wealth Management 1819 Main Street, Suite 900 Sarasota, Florida 34236

23 January, 202510:00 AM - 11:30 AM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon, CEPA

Register for this event

Is your estate plan ready for 2025? Discover how recent changes could impat your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Sarasota-UBS Private Wealth Management 1819 Main Street, Suite 900 Sarasota, Florida 34236

23 January, 20252:00 PM - 3:30 PM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon CEPA

Register for this event

How will the 2024 Estate tax & IRA changes impact my plan? What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Naples-UBS Private Wealth Management 801 Laurel Oak drive, suite 708 Naples, Florida 34108

09 April , 20242:00 PM - 3:30 PM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon, CEPA

Is your estate plan ready for 2025? Discover how recent changes could impact your future. What are the potential tax benefits of a Florida residency?

Location

Date & time

Speakers

Supporting links

Sarasota-UBS Private Wealth Management 801 Laurel Oak Drive, Suite 708 Naples, FL 34108

22 January , 20242:00 PM - 3:30 PM
  • Jason E. Stephens, CFP
  • Michael J. "Mic" Lundon, CEPA
  • Brett Schumbacker

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