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NAIFA-Northeast FL Luncheon
November 16, 2023 @ 11:30 am - 1:30 pm
Next Chapter Meeting – November 16, 2023
PLANNING for BUSINESS OWNERS
Setting the Table and Working with High Net Worth Individuals
11:30AM – 1:30PM
Mike Robert
CPT Wealth Strategies
Founding Manager Partner
About our speaker:
Mike Roberts has more than three decades of experience in the Financial Services and the Insurance and Risk Transfer industries. His area of expertise include the design and implementation of transfer risk programs, and he has a proven track record of creating and protecting wealth transfer programs.
Click here to learn more about our speaker.
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL
RSVP necessary by Tuesday, November 14th
