Joint Education Program

    October 26, 2017
    10:30 AM - 12:30 PM

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    Pasquale's Restaurant
    31555 Woodward Avenue
    Royal Oak, MI 48073
    http://www.pasqualesrestaurant.com/
     Directions


    Five Organizations Come Together to Present
    Money in Motion:  How to Deal with a Sudden Shift
    in Money 
    Due to Divorce

    Thursday, October 26, 2017
    Pasquale's Restaurant - Mediterranean Room
    31555 Woodward Avenue, Royal Oak, MI 48073 (near 12 Mile Road)

    10:30 am / Registration & Networking
    11:20 am / Buffet Dining
    11:30 am to 12:30 pm / Presentation
    $10.00 Registration Fee

    A Panel Discussion


    About the panelist:

    Pete Gargasoulas, CFP, CIMA, Fifth Third Private Bank
    Pete earned his Bachelor of Arts degree in Accounting from Michigan State University, and joined Fifth Third Bank in March, 2007, with over 20 years of Wealth Management experience as a Senior Portfolio Manager and Equity Research Analyst. Pete has been selected for a variety of interviews from top news organizations, including Bloomberg, Reuters, and CNNfn. 

    Natalia Kujan Gentry, JD, Natalia Law
    Natalia advises her clients on high profile and complex family law litigation including prenuptial and postnuptial agreements, divorce, and estate planning including wealth transfer documents.

    Courtney L. Kosnick, E.A., Better Business Tax & Accounting, Inc.
    Courtney sat for the Enrolled Agents Exam administered by the IRS in 2001. She has also completed a rigorous three year fellowship with the National Tax Practice Institute. Following her passion, all things related to the tax code, she is studying for the USTCP exam that will be administered in Washington DC in November of 2018. 

    Joseph R. Owens, JD, Warner Norcross & Judd
    Joe advises business and individuals in trust and estate planning, tax planning, business succession planning and general business law. His practice is relationship-driven and clients rely on his responsive, comprehensive approach to protecting their assets, providing for heirs, and ensuring continued prosperity for their business.

     

    CLICK HERE FOR MORE INFORMATION OR TO REGISTER.  TO DOWNLOAD A COPY OF THE EVENT FLYER, CLICK HERE.