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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

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

11 April , 202510:00 AM - 11:30 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

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

10 April , 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

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

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

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

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