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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, FL 34108

27 March, 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

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

02 April, 202510:00 AM - 11:30 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-Private Wealth Management 1819 Main Street, Suite 900 Sarasota, FL 34236

02 April, 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

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

19 March , 202510:00 AM - 11:30 AM
  • 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

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

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

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

18 March , 202510:00 AM - 11:30 AM
  • 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

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

12 March , 20252:00 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 1819 Main Street, Suite 900 Sarasota, Florida 34236

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

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