Google Global Site Tag:
ARTICLE
Moran Wealth Management, an investment management practice based in Naples, Florida that serves sophisticated investors with personalized and customizable strategies, will host seminars March 11, 13, 18, 19, 20, 25, 27 and 31 that are focused on establishing Florida domicile. Five of the seminars will cover “Should You Declare Florida Domicile?” The other four, titled “How to Change Your Domicile to Florida,” will discuss unique Florida domicile considerations for residents of specific states: New York, Illinois and Pennsylvania. Seating is limited for each complimentary seminar; reservations can be made by calling 239.513.2511. There will be an attorney present at each seminar to discuss these topics. “Should You Declare Florida Domicile?” seminars will be presented as follows: Wednesday, March 11, 2020 – Tom Moran, founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” on Wednesday, March 11, 2020 from 2:00 p.m. to 4:00 p.m. at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Friday, March 13, 2020 – Tom Moran, founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” on Wednesday, March 13, 2020 from 10:00 a.m. to noon at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Friday, March 13, 2020 – Julie Spivy, financial advisor at Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” on Friday, March 13, 2020 from noon to 2:00 p.m. at Whiskey Creek Country Club, located at 1449 Whiskey Creek Drive in Fort Myers. Thursday, March 19, 2020 – Tom Moran, founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” on Thursday, March 19, 2020 from 2:00 p.m. to 4:00 p.m. at Trianon Hotel, located at 955 7th Ave S in Naples. Tuesday, March 31, 2020 – Tom Moran, founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” on Tuesday, March 31, 2020 from 2:00 p.m. to 4:00 p.m. at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. “How to Change Your Domicile to Florida” seminars will be presented as follows: Wednesday, March 18, 2020 – William C. Banfield, CFP®, CRPC®, president – investment officer of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” The seminar will be held Wednesday, March 18, 2020 from 10:00 a.m. to noon at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Friday, March 20, 2020 – Tom Moran, founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” The seminar will be held Friday, March 20, 2020 from 10:00 a.m. to noon at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Wednesday, March 25, 2020 – Tom Moran, founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” The seminar will be held Wednesday, March 25, 2020 from 2:00 p.m. to 4:00 p.m. at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Friday, March 27, 2020 – Tom Moran, founder, chief executive officer and senior PIM portfolio manager of Moran Wealth Management, will host a seminar titled “Should You Declare Florida Domicile?” The seminar will be held Friday, March 27, 2020 from 10:00 a.m. to noon at Moran Wealth Management, located at 5801 Pelican Bay Boulevard, Suite 110 in Naples. Neither Moran Wealth Management nor Wells Fargo Advisors Financial Network is a legal or tax advisor. The views expressed by the attorney are their own and do not necessarily reflect the opinion of Wells Fargo Advisors Financial Network or its affiliates. Moran was recently named to the Forbes1 2020 Best-In-State Wealth Advisors List as #1 in South Florida and to Barron’s2 2019 Top 100 Independent Wealth Advisors List. He was the only advisor in the State of Florida to make the Barron’s2 list and was ranked #13 in the country. 1Forbes America's Top Wealth Advisors: Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. 2Barron's magazine: The Barron’s Top 1,000/1,200 Advisors, Top 100 Financial Advisors, and Top 100 Independent Advisors: Rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.