EVENT SUMMARY

Dave’s House of Central Florida announces their “Legacy and Savings Dinner” scheduled for May 11^th at 5:30pm at The Tap Room at Dubsdred.  Dave’s House is sponsoring this free event, all are invited to this financial discussion over complimentary dinner and drinks. 

Speakers:

Matthew Palma, J.D., LL.M. – Estate Planning Attorney at M.T. Palma Legal

Aaron Paul – Senior Wealth Advisor at Synergy Wealth Alliance

What people will learn when they attend:

•Sophisticated multi-generational gift and trust planning techniques

•Advanced asset and financial planning strategies.

•How to make a charitable gift that reduces your tax obligation

•What types of assets make the best charitable gifts and why

•Various tax benefits of gifting assets to charity in life and at death

•Sophisticated multi-generational gift and trust planning techniques

•Advanced asset and financial planning strategies.

•Updated market analysis

Seating is very limited at this complimentary educational opportunity. RSVP by May 4, 2023!

The Tap Room at Dubsdred is located at 549 W Par St, Orlando, FL 32804.  This event starts at 5:30pm and seating is very limited.  To confirm your seat, RSVP by May 4^th by registering online at: https://daveshouseevents.org/legacy-savings-dinner/.  There will be no walk-in seating available. 

For more information on this event visit https://daveshouseevents.org/legacy-savings-dinner/