11:00 AM - 12:00 PM
Your host is Robert E. Grace, J.D., CLU, ChFC, CFEd, President and Founder of Grace Tax Advisory Group, LLC. He is an attorney, Chartered Life Underwriter and Chartered Financial Consultant with over 40 years of experience providing estate, retirement and tax planning for individuals. Previously, Bob was a practicing estate planning attorney, specializing in family wealth transfer and tax planning. At Grace Tax Advisory Group, he has assembled a team of legal, tax, accounting and insurance experts that specializes in building financial plans that emphasize safety, while reducing taxes and providing a steady revenue stream that its clients cannot outlive. Grace Tax currently serves over 1,000 clients throughout Southwest Florida. The company is headquartered in Fort Myers, FL. , with offices in Sarasota, Punta Gorda and Naples. Contact Grace Tax Advisory Group, LLC at 1-866-481-5550.