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Updated: An Evening with Brian Bloom

We had a wonderful evening with guest speaker Brian Bloom! Mr. Bloom shared his insight on some topics very relevant to retirees, such as:

-How to use the living benefits of your existing life insurance*

-Which common perceptions may cost your beneficiaries the most

-Tax: Now or deferred? How to decide which is right for you

After the seminar, we enjoyed an elegant Nantucket-style clam bake featuring a delicious spread of the best flavors of the season.


Confessions of a CPA

Tuesday, September 16 at 5 PM

One Ocean Resort

1 Ocean Blvd., Atlantic Beach, FL 32233

By responding to this invitation you may be offered information on the purchase of insurance products.

*Loans and withdrawals will reduce the available cash values and death benefits, and may generate an income tax liability, or cause the policy to lapse. Tax laws are subject to change. We encourage you to speak with a tax professional.