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Should You Declare Florida Domicile Seminar
January 24, 2020 @ 10:00 am - 12:00 pmFree
Julie Spivy, financial advisor at Moran Wealth Management – an investment management practice based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies – will host a seminar titled “Should You Declare Florida Domicile?” The seminar will be held Friday, January 24, 2020 from 10:00 a.m. to noon at Whiskey Creek Country Club, located at 1449 Whiskey Creek Drive in Fort Meyers. Seating is limited for this complimentary seminar; reservations can be made by calling 239.513.2511.
Moran Wealth Management is a money management practice serving sophisticated investors with personalized and customizable strategies. With 29 staff members, the Moran Wealth team is dedicated to finding the best investment strategies to fit the unique needs of its clients. The group is responsible for over $3 billion in client assets as of 12/31/19 and has served the Naples community for over 30 years. Moran Wealth Management is located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. For more information, call (239) 920-4440 or visit www.moranWM.com.