Real Estate and Financial Planning Strategies Forum

MAR 14, 2018 at 10:00 AM
The Glenview at Pelican Bay

What is a Life Plan community? How does it help protect your assets? How does equity ownership affect your estate planning? Our partners Josh Bialek, Jeff Cecil and Marve Ann Alaimo discussed these topics on a speaker panel, "Real Estate and Financial Planning Strategies Forum" at The Glenview at Pelican Bay.