November 2, 2021

Tax and Estate Law October 2021 Webinar Recording Available

If you joined us last Wednesday, October 27 for the Tax and Estate Law webinar, thank you so much! And also our thanks to special guests Rick Pullum, President, One Florida Bank, and Mitri Homsi, CPA and Partner at Vestal Wiler. We were able to cover a lot of information about how pending tax and estate law changes will impact you, along with some recommendations for what you can be doing now to prepare for these changes.

Every person’s financial needs and objectives are unique. We’d love to speak with you about your specific situation and the effects the proposed changes may have on you in 2022 and for your long-term financial future. We are one phone call or email away, if you’d like to discuss options and opportunities that may be available to you.

And for your convenience, we’ve made the full Tax and Estate Law webinar video available. If you missed the webinar or you want to revisit some of the strategies we shared, you can access the video below.

Here’s how to contact Rick, Mitri, or David:

Rick Pullum – One Florida Bank

Mitri Homsi – Vestal Wiler

David Witter – Financial Harvest

Register and Watch Now

Fill out the form below to be taken directly to the video page to watch the full webinar, read the transcript, or download the transcript as a PDF.

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