Family Investment Partnerships: Beyond the Valuation Discount"
Date: Tuesday, November 11, 2014
Time: 5:30pm - 8:00pm
Location: The Club at Pelican Bay
Speaker: Paul Lee National Managing Director
ESTATE PLANNING COUNCIL OF NAPLES
- NOTICE OF MEETING -
Tuesday November 11, 2014
Featured Speaker:
Paul Lee
National Managing Director
Bernstein Global Wealth
Topic:
“Family Investment Partnerships: Beyond the Valuation Discount”
Cocktails and Social Time 5:30 PM
Speaker and Dinner 6:00
Due to the Annual Meeting and Board Elections (See attachment for Annual Notice) we will begin our meeting slightly earlier to provide adequate time. Please strive to be on time!
Place: The Club at Pelican Bay
707 Gulf Park Dr., Naples, FL 34108
Please RSVP online at www.epcofnaples.org,
or e-mail below form to marsha@timelyconcierge.com.
Deadline: Tuesday, November 4th
Marsha Stefan
239-200-6918
* “You should not miss this informative presentation”
Related Document(s):
