Beneficiary War Stories - What you should and should not include in your estate plan
Mon, Dec 09
|Copperleaf Club House - Leaf
FineMark's team is presenting a session on Beneficiary War Stories, an educational presentation on the dos and don’ts on what you should and should not include in your estate plan.
Time & Location
Dec 09, 2024, 3:30 PM – 4:45 PM
Copperleaf Club House - Leaf, 23101 Copperleaf Blvd, Bonita Springs, FL 34135, USA
About The Event
The FineMark Coconut Point Office Team is presenting "Beneficiary War Stories" , an educational presentation on the dos and don’ts on what you should and should not include in your estate plan. Harlan Parrish, FineMark President - South Lee County, will introduce the presenters who will be Dennis Landfried, Joe Cleveland, Dave Frye and Philip Fincher. Dennis is FineMark's big picture Trust Officer for SWFL and works closely with the entire Trust team based at the Coconut Point Office (Joe, Dave and Philip).