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Southwest Florida - Senior Housing Trends and How to Pay for it (SW101817)

 
Date:Wednesday, October 18, 2017
Time:3:30pm - 5:30pm
(Registration at 3:00pm )
Facility:The Legends Golf & Country Club, Fort Myers
CPE Credit:2.0 Technical Business
Vendor:Florida Institute of CPAs (Chapter)
Early Bird Price:$30.00 FICPA Members, $45.00 Non-Members

Description:

Senior Housing Trends
Credit(s) and Type: 2 | Technical Business
Speaker Name: Bruce Rosenblatt & Rick Gow

Bruce Rosenblatt, The Senior Housing Expert

Bruce Rosenblatt has been involved with sales and marketing senior housing communities for nearly 30 years both as a consultant and executive with some of the nation’s leading for-profit and non-profit senior living companies and has successfully overseen the sales and marketing of over 75 senior living communities throughout the country including three in Collier County.   Bruce is the founder of Senior Housing Solutions, a personalized resource that helps guide people about senior housing and other care options in Southwest Florida.  He is considered an expert in senior housing and uses his personal knowledge to help people make a well-informed and educated decision.  

Rick Gow, CSA & Wealth Management Advisor

Rick Gow is a seasoned Wealth Management Advisor, a member of the Society of Certified Senior Advisors', a facilitator of the Meaningful Future Progress and nationally recognized speaker on many senior related long-term car financial planning topics.  He helps develop all-encompassing long term care plans, tax efficient wealth transfer structures and retirement strategies.  Rick began his career in insurance and finance, receiving his license for insurance the FINRA Series 6 in 1993.  He joined Lara, May & Associates, LLC so he could work with seniors and their families addressing their long term care financials planning issues.  

Chapter Registration Contact
Name: Stacy Carlson
Email: stacy@garciacarlson.com
Phone: (239) 325-5200

Meal Description

Dinner will be provided.   Please let us know if you have any dietary restrictions.

Member Cost 30
Non Member Cost 45
Student Cost: 0

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Call Member Services at (800) 342-3197.

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    Florida Institute of CPAs
    P.O. Box 5437
    Tallahassee, FL 32314-5437
    Please make checks payable to: Florida Institute of CPAs


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Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Wednesday, October 18, 2017
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