Legacy and Savings Dinner on June 21st
RSVP by June 14th
RSVP early! Register by Wednesday June 7th and be entered for a chance to win! Two winners will be chosen from the early RSVP’s to receive a free, personal, one-on-one consultation with one of our experts. The winner must be present at dinner.
Dave’s House invites you to join us for a complimentary dinner and drinks at the iconic historic Dubsdread Ballroom in Orlando on Wednesday June 21, 2023.
Here at Dave’s House, we are often asked by our supporters about legacy planning so we thought we’d get together to network, catch up with friends and colleagues and be treated to an informative discussion, by experts, on how to:
1. Donate charitable gifts that can reduce your tax obligation
2. Choose the philanthropic gifts that provide the most significant benefit to you
3. Determine which tax benefits will benefit you most
4. Set up a multigenerational gift and trust plan
Please bring your questions for our featured speakers, Estate Planning Attorney Matthew Palma and Financial Advisor Aaron Paul.
Check in starts at 5:30pm, event is from 6:00pm – 7:30pm.
THIS DINNER EVENT IS FREE, hosted by Dubsdread. However, due to limited space, RSVP’s ARE REQUIRED BY Wednesday JUNE 14, 2023. Sorry, we cannot accommodate walk-ins.
RSVP early! Early registrations will be entered into a drawing to win. Two winners will be chosen to receive a free, personal, one-on-one consultation with one of our experts. The winner must be present at dinner.
To confirm seats for you and your guests, please fill out the form on this page. If you have questions, please email email@example.com or call 407-704-9278.
Meet Our Speakers:
|Aaron Paul||Matthew Palma|
|Senior Wealth Advisor||Estate Planning Attorney|
|Synergy Wealth Alliance||M.T. Palma Legal|