2025 Financial Strategy: Securing Market Gains; Tax Changes and LTC Protection
Date:
Wednesday February 12, 2025
Time:
5:30pm - 8:00pm US/Eastern GMT-5:00
Location:
University Club Tampa
201 N Franklin St #3800
Tampa, FL 33602
Directions:

Meeting capacity:

40

Suggested Donation:

Agenda:

Please join us for the 1st IN-PERSON FENG Tampa Chapter Event of the Year!

Topic: 2025 Financial Strategy:  Securing Market Gains; Tax Changes and LTC (Long Term Care)  Protection

Speakers:  Scott Kemps, President, Spectrum Advisors, LLC;  Ed Hochard, President & Founder of The Annuity Shop, and Alan Gonzalez, Attorney at Walters, Levine, Klingensmith & Thomison P.A.

Here is a sneak peek preview with one of the panelists, Ed Hochard, President of Safe Money Strategies and Slava Burdman, Tampa Chair, discussing what the event will cover. https://youtu.be/1H7Ei0o9wow

Dress Code: Business

Presentation:

Join us as chapter friends Scott Kemps, Ed Hochard and Alan Gonzalez share their perspectives on some of the critical questions we face in 2025:

  • Strategies for turning recent market gains into “guaranteed” retirement income; How to protect yourself from the likely market “adjustment”
  • Anticipated changes to estate tax laws under the new administration and how to prepare for upcoming legislation.
  • Long-term care is more than just insurance products. Learn how to optimize asset positioning for yourself and your dependents.

These and many other questions will be addressed. Bring your own questions for Scott, Ed and Alan to discuss during the one-hour presentation or at the mixer to follow.

 

Speakers' Bios:

Scott Kemps - https://www.linkedin.com/in/scottkemps1/

Ed Hochard - https://www.linkedin.com/in/ed-hochard-27243058/

Alan Gonzalez - https://www.linkedin.com/in/alan-gonzalez-130a1a6/

 

If you have any questions about this Event, Ideas for Future Events or would like to volunteer to help Organize future events pls don't hesitate to reach out to Chapter Chairman Slava Burdman

For meeting information, please contact:

Slava Burdman

(781) 296-3139
Attendees
17
Please login/register in order to RSVP and see the participants list.