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Financial Asset Series
Mark R. Parthemer

Enhance GRATs, Grantor Trust Sales, and Family Loans with Financial Engineering
Upgrade wealth transfer techniques by integrating investment planning, and understand (1) why GRAT investments dictate the optimal number and term, (2) why it isn’t about growth in GRATs, but capturing volatility, (3) when 9-year notes undermine a grantor trust sale, and (4) how to structure a bond portfolio family loan.

Special Sessions III-E Thursday, January 28th
(2:00 p.m. – 3:30 p.m.)


Guest Programs
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Appetizer Makeover ($65)
Tuesday, January 26th
10:00 a.m. - 3:00 p.m.

Give your cocktail hour a makeover!  Meet some new friends while you unleash the chef in you! Learn from classically trained chefs how to prepare mouth watering appetizers while working together in a state-of-the-art kitchen. The morning will conclude with a gourmet celebration where you enjoy the fruits of your labor. 

 

 

Florida Wildlife & Eco Tour  ($65)
Wednesday, January 27th
9:00 a.m.  -  5:00 p.m.

Cruise the shallow backwaters of the historic St. Johns River with a naturalist.  This quiet and smooth two hour cruise allows you to hear the sounds of nature at an average cruising speed of 6 MPH.  Relax - nothing will pass by too fast.  Wildlife might include eagles, osprey, manatees, egrets, blue herons or even a gator - each tour is different. Frequent stops are made to allow for photographs, intimate encounters, and a thorough look at this most fragile ecosystem.   After your cruise, stretch your legs and grab a bite to eat in historic Sanford.

 

 

The World of Fine Art  ($25)
Thursday, January 28th
9:00 a.m. – 11:00 a.m.

Learn how to buy the right furniture, jewelry, and art while building your estate.  This presentation will show you how the experts value property, where to look for great buys, and what to looks for and how to focus on enduring value.  You will also get an update on what’s hot in the art market and where you may find opportunities.

 

Please arrive 30 minutes prior to departure.   Refunds are not available for Guest Tours. 

 

    


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