Attorney & Financial Advisor Referral Directory

Professional Advisors

Professional Advisors Attorneys Judith Carlson Carlson2@colorado.net Ron Carlson Ron@ccdlawyers.com Paul Dunkelman paul@ccdlawyers.com Practice Areas: Estate Planning, Wills and Trusts, Probate, Civil

My Personal Approach To Comprehensive Wealth Management

My Personal Approach To Comprehensive Wealth Management Pinnacle Asset Management H. Berney Ragan, CFP, REBC, CRPS berney.ragan@pnfp.com (615) 620-1238 Your Financial Planner for Comprehensive Wealth Management

TIPS FOR CONSUMERS Selecting an Advisor

TIPS FOR CONSUMERS Selecting an Advisor Insured Retirement Institute www.irionline.org Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each

FLORIDA PROCUREMENT TECHNICAL ASSISTANCE CENTER PROGRAM UNIVERSITY of CENTRAL FLORIDA ORANGE COUNTY

ORANGE COUNTY 1 Orange County Government 400 E. South Street, 2nd Floor Orlando, FL 32802-1393 Johnny Richardson Purchasing & Contracts Manager 407-836-5635 johnny.richardson@ocfl.net www.orangecountyfl.net

Personal Financial Planning Certificate Program

Finance Personal Financial Planning Certificate Program n Curriculum satisfies the CFP Board s education requirement to sit for the CFP Certification Examination n Program available online and on campus

EYE DOCTOR S OPTICAL OUTLETS LOCATIONS THROUGHOUT FLORIDA BY COUNTY

EYE DOCTOR S OPTICAL OUTLETS LOCATIONS THROUGHOUT FLORIDA BY COUNTY Alachua County Locations Gainesville 3324 West University Avenue Ste. A Gainesville, Florida 32607 352 240 0801 Brevard County Locations

Bleachers Benches Scoreboards Shade Structures Dugouts Scorer Platforms Press Boxes Ramps Stairs Picnic Tables REFERENCES:

REFERENCES: (1) Project: Sarasota County Schools Address: 7889 Fruitville Road, Sarasota, FL 34240 Phone: 941-316-8143; Cell = 941-915-7015; Fax = 941-361-6870 Contact: Don Hampton Email address: Don_Hampton@sarasota.k12.fl.us

State of Florida Department of State I certify from the records of this office that SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA, INC. is a corporation organized under the laws of the State of Florida,

Retirement Planning and Wealth Management

Retirement Planning and Wealth Management Kurt Rohrs Principal Advisor, Inc. www.swretire.com About, Inc. Principal Advisor Kurt Rohrs is the Principal Financial Advisor with, Inc. specializing in Financial

Abernathy, Bruce R. Jr R Bruce R Abernethy Jr. PA 7724894901 babernethy@bruceapa.com 130 S. Indian River Drive Ft. Pierce, Fl 34950-4353

IREPC Membership Directory as of 6/21/2016 NAME N OR R FIRM NAME TELEPHONE EMAIL R FAX/CELL Abernathy, Bruce R. Jr R Bruce R Abernethy Jr. PA 7724894901 babernethy@bruceapa.com 130 S. Indian River Drive

Service Providers Directory

Service Providers Directory Disclaimer: Listings on the Service Provider Directory are free and open to any business, consultant or contractor that has worked with at least one Massachusetts land trust

***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** Personal Information Your Spouse

***You may complete this form electronically by filling in the Word Document, or print and complete by hand*** WEINER & McCULLOCH, PLLC ATTORNEYS & COUNSELORS AT LAW 5599 San Felipe Suite 900 Houston,

USAA Wealth Management & Military Officers Association of America

USAA Wealth Management & Military Officers Association of America Views and opinions expressed in this seminar are provided for informational purposes only and are subject to change. This discussion should

Estate Planning. Maximize the legacy you leave to loved ones

Estate Planning Maximize the legacy you leave to loved ones An estate plan is a versatile tool from which anyone can benefit. It is the way you communicate your wishes to the loved ones you leave behind

Do you have clients who might be willing to speak with me about your services? Yes No If no, explain: If no, explain:

How to Choose A Financial Planner Tough Questions To Ask What is your educational background? College degree Area of study: Graduate degree Area of study: What are your financial planning credentials/designations

SALT LAKE CITY ESTATE PLANNING COUNCIL

SALT LAKE CITY ESTATE PLANNING COUNCIL October, 2011 Robert G. Alexander, Esq. JD, LL.M., AEP, EPLS Alexander Law Offices, S.C. 933 N. Mayfair Road Suite 301 Milwaukee, WI 53226 (414) 476-5020 FAX (888)

HOME WARRANTY LAND SURVEYORS

Affiliates 2015 We are a network of successful REALTORS, advancing women as professionals and leaders in business, the industry and the communities we serve. APPRAISERS J Weinberg Seminole County Property

WORKER S COMPENSATION LAWYERS

FLORIDA Contact: Scott J. Sternberg Masnikoff & Sternberg, PA 560 Village Blvd., Ste. 270 WEST PALM BEACH, FL 33409 Palm Beach (main branch) Phone: 561/687-5660 workers compensation, personal injury workers

Financial Professional Terms: What They Mean and Why You Should Care

Financial Professional Terms: What They Mean and Why You Should Care By Harold Evensky and William Reichenstein Broker, registered investment advisor, financial planner, insurance agent, investment advisor,

APPROVED FLORIDA FIREFIGHTER RECRUIT TRAINING PROVIDERS Effective 10/08/2015

BREVARD COUNTY FIRE Jeffrey Taylor, Chief (321) 633-2056 Ext. 52595 jeffrey.taylor@brevardcounty.us - - BREVARD COUNTY FIRE RESCUE 1040 South Florida Avenue Rockledge, FL 32955 CITRUS SHERIFF FIRE TRAINING

FLORIDA CERTIFIED FIRE TRAINING CENTERS Note A listing by city follows this alphabetical listing of training centers

FLORIDA CERTIFIED FIRE TRAINING CENTERS Note A listing by city follows this alphabetical listing of training centers AMADOR J. GONZALO TRAINING CENTER Stephen Smith Training Chief 15910 Little Ranch Rd

Couples Dual Questionnaire

Investor Profile Questionnaire Your responses will help us recommend a custom investment program tailored to your needs. Clients names How did you hear about us? Are you: Married Single Please complete

KURT D. PANOUSES, P.A. ATTORNEYS AND COUNSELORS AT LAW 310 Fifth Avenue Indialantic, FL 32903 (321) 729-9455 FAX: (321) 768-2655

KURT D. PANOUSES, P.A. ATTORNEYS AND COUNSELORS AT LAW 310 Fifth Avenue Indialantic, FL 32903 (321) 729-9455 FAX: (321) 768-2655 Kurt D. Panouses is Board Certified by the Florida Bar as a Specialist in

Steven has been recognized and featured as one of 2010 Barron Magazine s Top 1,000 Financial Advisors in the Country.

As a fully licensed professional for more than 20 years, Steven began his career in the financial services industry as a financial advisor at Smith Barney. In 2004, Steven joined Banc of America Investment

Estate Planning Consultant Sample Formats

Date: Re: Estate Planning Dear:, Thank you for calling our office for your Long Term Care and Estate Planning needs. Attached you will find a Planning Questionnaire. It is important for you to answer this

The Kreager Law Firm 7373 Broadway, Suite 500 San Antonio, Texas 78209 (210) 829-7722. Estate Planning Information

Estate Planning Information Please complete this questionnaire and bring it with you for your initial consultation with us. Of course, this information will be kept in strictest confidence. A. Husband

THE MCS GROUP at Morgan Stanley. Money. Life. Family. Business. All Connected.

THE MCS GROUP at Morgan Stanley Money. Life. Family. Business. All Connected. 4890 W. KENNEDY BLVD. SUITE 700, TAMPA, FL 33609 813-286-5660 / MAIN 800-326-4662 / TOLL-FREE 813-286-4322 / FAX www.morganstanleyfa.com/themcsgroup

JASON D. LAZARUS, J.D., LL.M.

JASON D. LAZARUS, J.D., LL.M. CURRICULUM VITAE LEGAL/SETTLEMENT PLANNING RELATED EMPLOYMENT (1995 PRESENT) Settlement Law Firm, Orlando, Florida. Managing Partner and founding member of the firm The firm

REVOCABLE LIVING TRUST

CHERRY CREEK CORPORATE CENTER 4500 CHERRY CREEK DRIVE SOUTH, SUITE 600 DENVER, CO 80246-1500 303.322.8943 WWW.WADEASH.COM DISCLAIMER Material presented on the Wade Ash Woods Hill & Farley, P.C., website

Steve Leimberg's Estate Planning Email Newsletter - Archive Message #1990 Date: From: Subject:

Steve Leimberg's Estate Planning Email Newsletter - Archive Message #1990 Date: 23-Jul-12 From: Steve Leimberg's Estate Planning Newsletter Subject: Jeff Baskies: New Florida Statute Clarifies Impact of

Our Attorneys Have Proudly Served Clients Since 1948 and Will Continue to Represent Their Best Interests in the Future.

Our Attorneys Have Proudly Served Clients Since 1948 and Will Continue to Represent Their Best Interests in the Future. About Peterson & Myers A Hands-On Approach to Legal Representation While we have

FLORIDA ESTATE PLANNING FOR NEWLYWEDS AFTER 50

Once you have your estate plan updated and all of the new issues properly addressed, you can move forward with the confidence that this new chapter will indeed have a happy ending. FLORIDA ESTATE PLANNING

Applied Advisor Phone: 415-325-2042 Date: 1/3/2016

Planner's Name: Kathleen Hentges, CFP Company: Applied Advisor Phone: 415-325-2042 Date: 1/3/2016 1 Do you have experience in providing advice on the topics below? If yes, indicate the number of years.

Web: www.aldavlaw.com Blog: www.californiatrustestateandprobatelitigation.com FUNDING REVOCABLE TRUSTS

Web: www.aldavlaw.com Blog: www.californiatrustestateandprobatelitigation.com What it Means to Fund a Revocable Trust FUNDING REVOCABLE TRUSTS After an individual (the grantor also known as the settlor

The Meaningful Questions to Ask Financial Advisers. Personal Background

The Meaningful Questions to Ask Financial Advisers Personal Background Question(s): Where were you born? Where did you grow up? Where have you lived? David Holland s Answer: I was born in Bunnell, Florida.

Florida Residency & Estate Planning

Florida Residency & Estate Planning THE FAM LY ESTATE & LEGACY SERIES What are the advantages of Florida residency? Why should I update my legal documents to Florida law? Is my Will or Trust from up north

LAW OFFICES OF JEFFREY B. KAHN, P.C. WALNUT CREEK SAN FRANCISCO SAN JOSE LOS ANGELES SAN DIEGO ORANGE COUNTY

LAW OFFICES OF JEFFREY B. KAHN, P.C. WALNUT CREEK SAN FRANCISCO SAN JOSE LOS ANGELES SAN DIEGO ORANGE COUNTY WWW.KAHNTAXLAW.COM TOLL-FREE: 866.494.6829 JEFFREY B. KAHN, LL.M.(TAX) ATTORNEY - BOARD CERTIFIED

The Revocable Trust in Florida

The Revocable Trust in Florida The revocable, or living, trust is often promoted as a means of avoiding probate and saving taxes at death. The revocable trust has certain advantages over a traditional

A Real Discussion About You and Your Money. Lori B. Gervais, CFP

A Real Discussion About You and Your Money Lori B. Gervais, CFP Questions We Ask Ourselves What does money mean to me? Where do I see myself in the next 2, 5, 10, or 30 years? Does what we do matter? Are

Comprehensive Financial Advisor Diagnostic

How do you sift through the hype when looking for a comprehensive financial advisor? Will a firm with a huge advertising budget do the best job helping you meet life s financial goals? TV ads may talk

Board of County Commissioners Agenda Request

Board of County Commissioners Agenda Request Date of Meeting: March 17, 2014 Date Submitted: March 13, 2014 To: From: Subject: Honorable Chairman and Members of the Board David Edwards, County Administrator

IN THE SUPREME COURT OF FLORIDA CASE NO. PALM BEACH COUNTY CANVASSING BOARD, Petitioner,

IN THE SUPREME COURT OF FLORIDA CASE NO. PALM BEACH COUNTY CANVASSING BOARD, Petitioner, v. KATHERINE HARRIS, as Secretary of State of the State of Florida, and ROBERT A. BUTTERWORTH, as Attorney General

IN THE SUPREME COURT OF FLORIDA

IN THE SUPREME COURT OF FLORIDA CHICAGO TITLE INSURANCE COMPANY, AMERICAN PIONEER TITLE INSURANCE COMPANY, FLORIDA LAND TITLE ASSOCIATION, ATTORNEYS TITLE INSURANCE FUND, INC., FLORIDA ASSOCIATION OF INDEPENDENT

A Plus Air Conditioning, LLC

A Plus Air Conditioning, LLC Dean or Jackie Lewnes 8645 Ridge Rd. New Port Richey, FL 34654 727 868 3436 www.a plusac.com Achieva Credit Union Carol Hill Mortgage Loan Officer 727 431 7353 Office 727 542

The Financial Planning Association of Central Virginia Inc. A Gold Level Chapter

The Financial Planning Association of Central Virginia Inc. A Gold Level Chapter CO-CHAIRMAN JOHN BOWEN, CPA, CFP Bowen Financial Services, LLC (804) 897-2850 CO-CHAIRMAN ANGELA CREECH, CFP Kuehl Shepherd

Our Relationship with You... Jolly Owen Team Brochure

Our Relationship with You... Jolly Owen Team Brochure Benjamin T. Jolly, CFP, AWMA financial advisor S. Grayson Owen financial representative Industry & Community Involvement American Red Cross John Hancock

The Settlement Solutions Group. A powerful integration of structured settlements and wealth planning for a secure financial future

The Settlement Solutions Group A powerful integration of structured settlements and wealth planning for a secure financial future We understand the legal and financial complexities of settling a case and

AMENDED COMPLAINT. Plaintiff THOMAS J. BARRY hereby files this Complaint for damages against

IN THE CIRCUIT COURT OF THE 15TH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY FLORIDA CASE NO: CA 02-12996AJ THOMAS J. BARRY, vs. Plaintiff, GEICO GENERAL INSURANCE COMPANY, Defendant. / AMENDED COMPLAINT

New FDIC Rules: Are You Protected?

New FDIC Rules: Are You Protected? By Eden Rose Brown With the recent rash of bank failures, you may wonder whether--and to what extent-- the FDIC (Federal Deposit Insurance Corporation) will protect your

Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now

Finding the Right Investment Advisor: Key Questions Pilots Need to Ask Now At Cleary Gull, we think the best way to find the right investment advisor is to focus on the four Ps: people, philosophy, process

Professional Associations: Member of The Florida Bar (admitted 1973) Academic Fellow, American College of Trust and Estate Counsel

PERSONAL VITA DAVID F. POWELL Birth date: June 1, 1947 Education: New York University School of Law, LLM in Taxation, June, 1973 University of Texas School of Law, Juris Doctor with Honors (Coif), June,

Case 12-80802 Doc 352 Filed 05/31/12 Entered 05/31/12 12:23:01 Desc Main Document Page 1 of 5

Document Page 1 of 5 Texas State Bar No. 24046903 Texas Attorney General's Office P. O. Box 12548 Tele.: (512) 463-2173 Fax: (512) 482-8341 Attorneys for Texas Comptroller of Public Accounts IN THE UNITED

Soltis Investment Advisors 9 th Annual Wealth Management Conference

Soltis Investment Advisors 9 th Annual Wealth Management Conference September 25, 2015 Soltis Investment Advisors is proud to be among the first investment advisors globally to successfully complete the

Divorce and Estate Planning

ATTORNEYS AT LAW THE ANDERSEN FIRM A PROFESSIONAL CORPORATION Divorce and Estate Planning 866.230.2206 www.theandersenfirm.com South Florida Office West Florida Office Florida Keys Office Tennessee Office

ESTATE PLANNING CONCEPTS FOR INDIVIDUALS WITH HD AND THEIR FAMILIES

ESTATE PLANNING CONCEPTS FOR INDIVIDUALS WITH HD AND THEIR FAMILIES About Brooke Represents clients in the areas of: Real estate Corporate law Estate planning Probate. Works with: Individuals Families

WHAT CAN AN ELDER LAW ATTORNEY DO FOR YOU?

WHAT CAN AN ELDER LAW ATTORNEY DO FOR YOU? I. WHAT IS AN ELDER LAW ATTORNEY? An Elder Law Attorney is an attorney who has devoted a significant portion of his or her practice to addressing the issues facing

Experience a different kind of advice.

Experience a different kind of advice. From the CEO Thank you for taking the time to get acquainted with SmithReed. In this brochure you ll find an overview of our services and you ll meet a team of experienced

BEST LAWYERS RECOGNIZES 77 MVA ATTORNEYS. August 2013

August 2013 Moore & Van Allen PLLC is pleased to announce that 77 attorneys representing 19 of the Firm s primary practice areas were selected by their peers for inclusion in The Best Lawyers in America

Legal Advice for International Students

Legal Advice for International Students MINNESOTA STATE UNIVERSITY, MANKATO K E A R N E Y I N T E R N A T I O N A L C E N T E R 2 5 0 C S U T E L # 5 0 7-3 8 9-1 2 8 1 F A X # 5 0 7-3 8 9-2 7 9 0 WHAT

SOUTH CAROLINA SUPREME COURT COMMISSION ON CONTINUING LEGAL EDUCATION & SPECIALIZATION COLUMBIA, SC TAXATION LAW SPECIALISTS (As of August 2015)

SOUTH CAROLINA SUPREME COURT COMMISSION ON CONTINUING LEGAL EDUCATION & SPECIALIZATION COLUMBIA, SC TAXATION LAW SPECIALISTS (As of August 2015) Anderson Edward A. Spitz Jones Law Firm, PA PO Box 987 Anderson,

www.eminentdomain.com

Brigham Moore LLP is Florida s oldest and largest law firm dedicating its entire practice to the representation of private property owners in matters of eminent domain, inverse condemnation, pre-condemnation

From Edward Marin. 1445 Research Boulevard, Suite 301 Rockville, MD 20850 301-738-7061 EDWARD S. MARIN, ESQ., C.P.A., LLM- Tax practices in the

New FDIC Insurance Rules and Limits: Are Your Clients Fully Protected? Volume 3, Issue 10 With the rash of bank failures, your clients are likely wondering whether - and to what extent - the FDIC (Federal

ESTATE PLANNING FOR FLORIDA SENIORS PART 1

ESTATE PLANNING FOR FLORIDA SENIORS PART 1 Comprehensive estate plan allows you to answer a number of vital questions that can affect you, your family and your property. ROBERT J. KULAS FLORIDA ESTATE

IN THE SUPREME COURT OF FLORIDA. Case No.

IN THE SUPREME COURT OF FLORIDA Case No. PALM BEACH COUNTY CANVASSING BOARD, v. Petitioner, KATHERINE HARRIS, as Secretary of State of the State of Florida, and ROBERT A. BUTTERWORTH, as Attorney General

APPLICATION FOR RESIDENCY

Wesley Village Campus Tunkhannock Campus APPLICATION FOR RESIDENCY Applicant s Name Residence: No. and Street P.O. Box No. City State Zip Code Telephone No. Social Security No. Birth Date Sex Marital Status

2014 Probate Mediator Panel November 14, 2014

2014 Probate Mediator Panel November 14, 2014 NAME, ADDRESS, PHONES, E-MAIL SOURCE OF (Up Ernest Baumberger 8801 Folsom Blvd., Ste. 115 Sacramento, CA 95826 (916) 381-0994 (916) 381-0998 (fax) ebaumberger@sbcglobal.net

4099 William Penn Highway, Suite 303 Monroeville, PA 15146-2513 www.horizonfinancialadvisors.com

Part 2A of Form ADV: Firm Brochure Item 1 Cover Page 4099 William Penn Highway, Suite 303 Monroeville, PA 15146-2513 www.horizonfinancialadvisors.com Contact us at: (412) 856-7300 / Fax (412) 856-3677

OREGON ASSOCIATION OF TAX CONSULTANTS BLUE MOUNTAIN CHAPTER NEWSLETTER. August 2010

OREGON ASSOCIATION OF TAX CONSULTANTS BLUE MOUNTAIN CHAPTER NEWSLETTER August 2010 VPs Message What a great organization OATC is and what a great chapter Blue Mountain Chapter is. I know of no better place

Estate Planning Council - Application for a Board of Directors

Woodland Hills Tax & Estate Planning Council, Inc. Application for Membership Mission Statement The Mission of the Woodland Hills Tax & Estate Planning Council, Inc. is to promote the highest quality estate

Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070

Capital Advisory Group 442 W. Kennedy Blvd., Suite 380 Tampa, FL 33606 813 254 1070 This brochure is required by law and provides information about the qualifications and business practices of Capital

JASON D. LAZARUS, J.D., LL.M., MSCC

JASON D. LAZARUS, J.D., LL.M., MSCC CURRICULUM VITAE LEGAL/SETTLEMENT PLANNING RELATED EMPLOYMENT (1995 PRESENT) Special Needs Law Firm, Orlando, Florida. Managing Partner and founding member of the firm

FLORIDA RESIDENCY. How you know you have it, and what you may want to do if another state says you don t

FLORIDA RESIDENCY How you know you have it, and what you may want to do if another state says you don t This seminar provides information on income tax, homestead, and estate planning issues and guidance

How To Plan For Retirement

Andrew C. Cleary, CFP Daniel J. Cappucci, CFP Thomas A. Cappucci, CFP 100 William St, Ste 300 Wellesley, MA 02481 Securities and investment advisory services offered through new England Securities Corp.(NES)(member

BUSINESS AND SERVICES DIRECTORY

Celebrating God - Changing Lives - Growing Disciples BUSINESS AND SERVICES DIRECTORY July 2013 Edition Business is Good Whatever you do, work at it with all your heart, as working for the Lord, not for

FLN West Broward Chapter Est. April 2012. Membership Grid. Online Directory can also be found at: www.floridalawyersnetwork.com

FLN West Broward Chapter Membership Grid Online Directory can also be found at: Est. October 2010 FLN Main Office Mo N. ElDeiry, Esquire Founder & Director 480 Sawgrass Corporate Parkway, Suite 110, Fort

with trust comes solutions

atfinancial.com WHO WE ARE @financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning, and offers a complete line of financial services and products

Moreton & Company Insurance/Risk Management and Investment Advisor Services. Ballard Spahr Bond Counsel and Attorney s-at-law

CORPORATE SPONSORS Moreton & Company Insurance/Risk Management and Investment Advisor Services 709 East South Temple Salt Lake City, Utah 84102 (801) 869-4200 (801) 455-5887 Jordan Hansen, Managing Partner

Organize Your Personal Financial Information

Concannon Wealth Management 1525 Valley Center Parkway Suite 310 Bethlehem, PA 18017 610-814-2474 www.cwm.us.com Organize Your Personal Financial Information Page 2 of 7 Personal Document Locator Please

FLORIDA PROBATE (PART 1)

FLORIDA PROBATE (PART 1) Better fr Understanding of What Probate Is, How it Works, and What Steps you Can Take to Influence, It Is Important if you Intend on Creating A Comprehensive Estate Plan ROBERT

Individual Retirement Accounts

Inheriting an IRA: Planning techniques for primary beneficiaries by Marsha A. Goetting, Ph.D., CFP, CFCS, Professor and Extension Family Economics Specialist, Montana State University-Bozeman; Kristen

Iowa NCRC State Testing Sites

Iowa NCRC State Testing Sites County Benton Blackhawk Carroll Location Benton County Center 111 W 3rd Street Vinton, IA 52349 Cedar Valley 3420 University Avenue Waterloo, IA 50701 Susie Schlette 319-235-2123

the benefits of anestate Plan

the benefits of anestate Plan Supporting UC Berkeley while ensuring your personal, financial, and philanthropic goals An effective estate plan reflects your life and values. Why you need an estate plan.

How To Help Your Family

Shaena L. Miller, Financial Advisor Shaena Welsh Miller is an Financial Advisor with Ameriprise Financial and President of the Welsh Miller Financial Group, which currently manages over $90 million dollars

Confidential Estate Planning Questionnaire

Confidential Estate Planning Questionnaire Single Person This questionnaire is designed to help me evaluate your unique situation and create an estate plan that addresses your specific needs. Effective

PEARLE VISION OAKS MALL 6405 NEWBERRY RD GAINESVILLE, FL 32605 (352)331-6321 41.7 Miles

Professional Providers Near You Not all providers offer all services. Discounts on non-covered services, like the additional pair discount, may not be available in all states. When making your appointment,

PERSONAL INVESTMENT STRATEGIES

PERSONAL INVESTMENT STRATEGIES ESTATE PLANNING AND CHARITABLE GIVING EXECUTIVE SUMMARY Program Produced By: Harvard Business School Alumni Association of Boston www.hbsab.org Program Date: July 19, 2011

Greenwich Wealth Management, LLC Investment Adviser Business Continuity Plan

Greenwich Wealth Management, LLC Investment Adviser Business Continuity Plan Greenwich Wealth Management LLC is a registered Trade Mark, all rights reserved Table of Contents I. EMERGENCY CONTACT PERSONS...

Steps to Take After Your Loss. Survivor s Resource. The Baptist Foundation of Oklahoma Estate Planning & Gift Services

Steps to Take After Your Loss Survivor s Resource The Baptist Foundation of Oklahoma Estate Planning & Gift Services The Baptist Foundation of Oklahoma Survivor s Resource Steps to Take After Your Loss

Lake County Project No. 20111454 ADA Self-Evaluation and Transition Plan

Lake County Project No. 20111454 ADA Self-Evaluation and Transition Plan Eric Contreras, Assoc. AIA, CGC AADAG Consulting Services, LLC (ACS) LEED AP Architecture Engineering-Construction Miami-New York-New

How we will ENHANCE your direct mail investment. CABLE/TV PROMOTIONS with channel 13 on a periodic basis.

HOME TRADIE n' more How we will ENHANCE your direct mail investment A B C D E F G CABLE/TV PROMOTIONS with channel 13 on a periodic basis. WEBSITE PROMOTION to over 400,000 households, with company s logo

Case 1:12-cv-24000-JAL Document 18 Entered on FLSD Docket 11/05/2012 Page 1 of 5 UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA

Case 1:12-cv-24000-JAL Document 18 Entered on FLSD Docket 11/05/2012 Page 1 of 5 THE FLORIDA DEMOCRATIC PARTY, UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA v. Plaintiff, KEN DETZNER, SECRETARY

Morgan Stanley. R & R Partners. 522 Fifth Avenue, 15th Floor New York, NY 10036 (212)-296-1031. www.morganstanleyfa.com/rudowramos

R & R Partners 522 Fifth Avenue, 15th Floor New York, NY 10036 (212)-296-1031 www.morganstanleyfa.com/rudowramos 0 Table of Contents Our Mission Page 2 Wealth Management Page 3 Why R and R Partners? Page

The Peachtree Group at Morgan Stanley

The Peachtree Group at Morgan Stanley 3280 PEACHTREE RD NE SUITE 1900 ATLANTA, GA 30305 404-266-6390 / MAIN 877-386-5767 / TOLL-FREE 404-601-5471 / FAX http://fa.smithbarney.com/thepeachtreegroupsb/ index.htm

General Resources: LA County Affordable Housing Website: http://housing.lacounty.gov/

Housing Resources for Seniors Including: - 30% Income Property Leads - ~$500-$600 monthly rent without subsidies - Affordable Housing Developments based on % of Area Median Rents General Resources: LA

Marketing and Information Department 390 North Orange Ave., Suite 1300 Orlando, FL 32801 407/316-4500 Fax: 407/316-4599 PARTNER INFORMATION

Marketing and Information Department 390 North Orange Ave., Suite 1300 Orlando, FL 32801 407/316-4500 Fax: 407/316-4599 PARTNER INFORMATION Small Business Administration 7A Loan Guarantee Program How It

ADV Part 2A Brochure As of November 30, 2015

ADV Part 2A Brochure As of November 30, 2015 Dodds Wealth Management Group Denver Office: 385 Inverness Parkway, Suite 105 Englewood, CO 80112 Colorado Springs Office: 1155 Kelly Johnson Blvd., Suite 130

NOTICE FREE LEGAL REPRESENTATION

NOTICE FREE LEGAL REPRESENTATION During a Suspension and Revocation (S&R) proceeding, you may represent yourself, be represented by an attorney, or be represented by a non-attorney. 33 C.F.R. 20.301(a).

ARE LIVING TRUSTS AN ESTATE PLANNING TOOL OR SCAM?

APRIL 2013 NEWSLETTER POZZUOLO RODDEN, P.C. COUNSELORS AT LAW THE BYE-BENSON HOUSE 2033 WALNUT STREET, PHILADELPHIA, PA 19103 215-977-8200 www.pozzuolo.com ARE LIVING TRUSTS AN ESTATE PLANNING TOOL OR

Final Decree of Divorce

Print court information exactly as it appears on your Petition for Divorce Cause Number: IN THE MATTER OF THE MARRIAGE OF Petitioner: Print first, middle and last name of the spouse filing for divorce.

COLORADO PROFESSIONAL RESOURCES LIST

COLORADO PROFESSIONAL RESOURCES LIST The following professionals are ones with whom Tax Credit Connection, LLC is familiar and this list is provided as a courtesy to landowners and taxpayers. This listing