Deferring Capital Gains Taxes through 1031 Exchanges and DSTs
LOCATION: HERITAGE PALMS GOLF & COUNTRY CLUB
From the Heritage Palms Gate House on Six Mile Cypress Parkway:
Go straight ahead to the stop sign and the Clubhouse will be directly in front of you.
Based out of Atlanta, Bryan Yvon serves financial advisors and representatives across the Southeastern United States and Puerto Rico. In his role with ExchangeRight, he focuses on strengthening advisor relationships and delivering access to ExchangeRight’s REIT and 1031 DST (Delaware Statutory Trust) investment offerings. He brings over 30 years of experience in the financial services industry, having supported independent broker-dealers and RIAs with alternative investment strategies. He holds Series 7 and 63 licenses, and has a Bachelor of Science in Business Administration from University of Rhode Island.
When you register, please indicate your meal selection
1. Salmon Piccata with Mashed Potatoes and Mixed Vegetables
2. Chicken Marsala with Rice Pilaf and Sauteed Asparagus
3. Creamy Pesto Primavera with penne tossed in creamy pesto sauce, and sauteed vegetables. (Vegetarian)
Note: "Pay at Door" may be by cash or check only.
RSVP Deadline Thursday October 8 Noon
PLEASE: If you reserve and will be unable to attend,
call/text 239.826.4588
so there's no wasted food or money.
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Sponsorship Available for This Meeting
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Colleagues and professional friends are always welcomed guests. We are proud to share our Council's activities with them. Should they wish to be considered for membership, an application is available Estate Planning Council of Lee County Inc. - Member Application (epclc.org).
Arlene R. Foreman, CLU®, ChFC®, MSFS, CFP®, CTFA
Secretary, Estate Planning Council of Lee County, Inc.
10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-7018
admin@epclc.org
(239) 826-4588
