Member News

News from our Members

Chamber Members Only Event With Wells Fargo Advisors Bookmark

11:30 am - 1:30 pm 
Wednesday, September 19
Marsh Creek Country Club 
169 Marshside Drive
Saint Augustine

You are invited to join us for a special educational seminar that could benefit your business. We will discuss four very important topics which will affect you now and in the future.
  • Retirement plans for small business and how to maximize what the owners can do 
  • Your business -planning to protect it today so you can pass on a legacy tomorrow
  • Yearend tax planning ideas for business owners
  • Midyear Economic and Market outlook 

Guest speakers to help you understand these important topics: 

  • Christ Thompson, CFP, CRPC, Vice President of Wells Fargo Advisors 
  • William O'Leary, Attorney for Legacy Planning Law Group
  • Samina Monakey, CPA for Monakey & Co

Presentation will begin at 11:30am with Complimentary lunch to follow. Program will last untill 1:30pm.

RSVP calling Kate or Karen 904-351-7668 or email 

Comments are closed.

Showing 0 Comment