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Upcoming Events

Coastal Wealth

There are no upcoming events.

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Past Events

Tax Law Changes in 2018: Tampa

Tax Law Changes in 2018: Tampa

Tampa, FL
Cut through the noise around the new tax law changes and learn how it impacts you!Gain an understanding of what these changes mean to your bottom line and how to take advantage of planning to save money. Guest Speaker: Renee Caputi, JD, MBA, LLM*Renee is a trusted advisor who specializes in helpin…
Wednesday, February 21 2018 6:00 PM 8:00 PM

Business Succession Planning Event - Broward

Business Succession Planning Event - Broward

Plantation, FL
We invite you to attend our Business Succession Planning Event to educate participants on the topic of business succession strategies and using life insurance as a funding vehicle. We will discuss specific business succession techniques and the tax ramifications that may arise in such planning. Thi…
Tuesday, June 5 2018 6:00 PM 7:30 PM

Tax Law Changes in 2018: Broward

Tax Law Changes in 2018: Broward

Plantation, FL
Cut through the noise around the new tax law changes and learn how it impacts you!Gain an understanding of what these changes mean to your bottom line and how to take advantage of planning to save money. Guest Speaker: Renee Caputi, JD, MBA, LLM*Renee is a trusted advisor who specializes in helpin…
Tuesday, March 6 2018 6:00 PM 7:30 PM

Business Succession Planning Event- Sarasota

Business Succession Planning Event- Sarasota

Sarasota, FL
We invite you to attend our Business Succession Planning Event to educate participants on the topic of business succession strategies and using life insurance as a funding vehicle. We will discuss specific business succession techniques and the tax ramifications that may arise in such planning. Thi…
Tuesday, April 10 2018 6:00 PM 8:00 PM

Tax Law Changes in 2018: Ft. Myers

Tax Law Changes in 2018: Ft. Myers

Fort Myers, FL
Cut through the noise around the new tax law changes and learn how it impacts you!Gain an understanding of what these changes mean to your bottom line and how to take advantage of planning to save money. Guest Speaker: Renee Caputi, JD, MBA, LLM*Renee is a trusted advisor who specializes in helpin…
Thursday, February 22 2018 5:30 PM 7:30 PM

Mailing Address

2400 E Commercial Blvd 11th Floor Fort Lauderdale, FL 33308
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