January 27th, 2011
Speakers: Lowell S. Schoenfeld & Adrian Petrila

Lowel S. Schoenfeld • Florida Board Certified in Wills, Trusts and Estates

Born: Chicago, Illinois, July 15, 1968; admitted to bar,1993, Florida; 1999,
         U.S. Supreme Court; U.S. District Court, Middle District of Florida.

Education: Emory University (B.B.A., Accounting, with high honors, 1990);
                University of Florida College of Law (J.D., with honors, 1993; LL.M., with
                honors, 1994). (Board Certified, Wills, Trusts and Estates Lawyer, Florida
                Bar Board of Legal Specialization and Education).

Past Member of Board of Trustees, Temple Beth El, Ft. Myers
Advisory Board: Heartland Health Care Center, Alvin A. Dublin Alzheimers
Resource Center; Lee County Community Tennis Association.
Member: Lee County and American Bar Associations; The Florida Bar; Lee
County Planned Giving Council (Past President); Lee County Leave a Legacy
Council (Past Co-Chairman); Lee County Estate Planning Council (Past
President).

PRACTICE AREAS: Estate Planning; Trusts; Probate; Taxation; Charitable
                 Giving; Wealth Preservation; Business Law; Corporate Law; Partnership Law

Adrian Petrila:

Owner/Broker Realty Direct

500+ closed transactions

#1 Naples agent 2008-2010 (number of homes sold)

Listing broker for HUD, BoA, Fannie Mae, Chase, & others

November 18, 2010

Topic: Financial Issues in Divorce
Speaker: Robert Matheson

Hailing from Sheboygan Fall, WI and a long-time resident of Minneapolis, MN, Robert Matheson graduated from the University of Wisconsin-Whitewater with a major in accounting and minors in economics and mathematics.

Mr. Matheson was the first Certified Divorce Financial Anayst in SW Florida. He assists clients, attorneys, and judges in the financial and tax aspects of divorce not just in SW Florida, but in many parts of the state and nationally. Besides helping clients select attorneys, he helps organize client's financial information, value certain assets, performs forensic accounting for hidden assets and expenses, helps find alimony alternatives, and is instrumental in the the mediation process helping clients who are seeking a financially fair divorce.

Mr. Matheson is also an investment advisor, Certified Financial Planner® and, past President of the Financial Planning Association- Southwest Florida Chapter, licensed as a CPA in Florida and Minnesota, and a graduate of Leadership Collier. His investment clients include independent women over 50, retired couples, retirement plans, and busy executives.

Topic: Special Needs Planning
Speaker: Lance McKinney

Lance McKinney received his Juris Doctorate with honors from the University of Florida in 1990. He is a member of the American Bar Association, The National Academy of Elder Law Attorneys, The Academy of Florida Elder Law Attorneys, The Florida Bar, The Lee County Bar Association, and The Florida State Guardianship Association. Mr. McKinney is admitted to practice in all courts of the State of Florida. In June 2005, he earned his certification as an Elder Law Attorney by The Florida Bar.

His practice concentrates in the areas of probate, guardianship, estate planning, and special needs and long-term care planning. Lance McKinney received formal training in investment fiduciary responsibility, and earned the AIF® designation from Center for Fiduciary Studies through the University of Pittsburgh. He served as a barrister in the Inns of Court and on the Board of Directors of Age Link, an agency that provides information and referrals to the elderly. He is a member of the Special Needs Alliance, which is a national network of attorneys dealing with special needs trusts and disability issues. He is Vice President and Director of The National Alliance of Mental Illness (NAMI) Lee County, Inc, which is a non-profit, self-help support and advocacy organization of consumers, families, and friends of people with severe mental illnesses.

September 23, 2010

Topic: "The ABC's of LTC"
Speaker: Thomas H. Horner 

Tom Horner is President and CEO of Horner Marketing Services, Inc. He has several  years of sales experience, including LTC and is an expert and consultant in the Long Term Care Industry. He will work with you to maximize your corporate sales marketing plans, training efforts in your firm, and help you with your individual LTCI clients.

Topic: "Social Security Outline"
Speaker: J. Corey Vertich, CFP^® 

Corey Vertich, a principal in Uhler and Vertich Financial Planners, began his financial planning career in 1989, achieved Certified Financial Planner™ status in 1994, and has served as President of both the Institute of Certified Financial Planners and the Financial Planning Association of Southwest Florida.  Corey is a frequent speaker on financial industry topics, including estate planning, business ethics, practice management, technology, and insurance planning.

Corey is the charter President of the Kiwanis Club of McGregor-San Carlos.  Long active in the Boy Scouts of America, Corey is an Eagle Scout and life member of the National Eagle Scout Association.  He is a Cum Laude graduate of Barry University School of Business in Miami; he lives in Fort Myers with his two daughters and wife, Cecile Saint Paul, M.D.

Speaker: Scott Schatzle, CFP^®

Scott R. Schatzle, Certified Financial Planner™, is an Associate of Uhler and Vertich Financial Planners with over 7 years of experience in the financial services industry. Prior to joining Uhler and Vertich, Scott was First Vice President for a Naples-based wealth management firm. Scott received his Bachelors of Science Degree in Management from Florida International University. He holds the prestigious Certified Financial Planner™ designation and served as an instructor for the CFP® educational certification program at Florida Gulf Coast University.

In addition to his successful career as a financial planner, Scott is also active in the Financial Planning Association and currently serves as a board member. When Scott is not assisting clients, he enjoys exercising, fishing, attending church, and spending time with his wife Kelly.

July 22, 2010

Topic: Concentrated Equity & Corporate Executive Consultant
Speaker: ScottWarnock, CFA®

Mr. Warnock joined Raymond James & Associates in 1999 in the Equity Research department focusing on the Real Estate, Financial Services, Technology, and Telecommunications sectors.  In 2001, Mr. Warnock joined the Equity Syndicate department as an analyst  and in 2004 assumed responsibility for consulting the firm’s high-net-worth clients on issues associated with concentrated equity positions.  In 2009, Mr. Warnock also assumed responsibility for consulting on cases involving high-net-worth corporate executive clients.  Scott Warnock earned his CFA charter in 2003 and graduated from the University of Notre Dame in 1999 with a degree in Finance and Business Economics.

Topic: Fixed Income Benchmarks, The Interest Rate Environment and Multi- sector Bond Funds
Speaker: Meredith Birdsall, CFA®

Meredith Birdsall is a Vice President with Pioneer's Institutional group, acting as a fixed income investment strategy specialist for the U.S. fixed income team. She covers all of Pioneer's U.S. fixed income strategies, most notably Pioneer's Core Plus, Global High Yield and High Yield products. Meredith has been involved in the investment industry for over twenty years. Before joining Pioneer, she was a fixed income product engineer and portfolio manager at State Street Global Advisors, specializing in credit products, including high yield and investment grade debt. Her prior roles included consulting to endowments and other institutional investors at Hirtle, Callaghan & Co, as well as managing the firm's private equity and hedge fund programs. Meredith recieved both her bachelor and MBA degrees from Harvard University.

May 27, 2010

Topic: "The State of Health Insurance"
Speaker: Mark Vertich

Mark Vertich is President and Founder of Vertich Insurance Agency Inc and has been with the agency for 37+ years. He is involved in all the operations of Vertich Insurance Agency Inc. He also, researches and bids all group business as well as directing the servicing of each client. Mark has had extensive experience, training and background in life insurance needs and analysis.

Website: www.vertich.com

Topic: Estate Tax: "What Should Your Clients Be Doing?"
Speaker: Kenneth E. Kemp, II, Attorney

Kenneth E. Kemp II, practices in the area of Wills, Trusts, Estate Planning, Probate, Estates, Guardianship, Trust litigation, Probate litigation, Guardianship litigation, Exempt Organizations and Taxation. In 2007, he became a partner in Patrone & Kemp, P.A.

In addition, Ken is an adjunct professor at Florida Gulf Coast University and teaches Introduction to Law in the Legal Studies program. He also teaches Trusts and Incapacity class of the Florida Guardianship at Edison Community College.

March 25, 2010

Topic: THE GOOD, THE BAD, and THE UGLY: A brief look at how real estate impacts our economy
Speaker: Richard M. Walkenhorst

Richard Walkenhorst is a real estate consultant, business development planner, and a broker associate for Tithe and More Real Estate, Naples, Florida. He is also a National instructor of real estate appraisal education. Mr. Walkenhorst earned his Bachelor of Arts degree in business management from the University of Cincinnati.

Topic: International Investing- An Ownership Perspective
Speaker: Peter Newell

Mr. Newell joined Vontobel Asset Management, Inc. in 1990 and holds the position of Managing Director and Senior Vice President. He is also a member of the Investment Review Committee where he specializes in the investment process employed by the firm. He is a senior product specialist and shares responsibility for marketing, business development and relationship management. Additionally he has been responsible for establishing the firm's sub advisory and institutional marketing platform. Mr. Newell is a frequent contributor to the street.com and has appeared on CNBC's Power Lunch. Before joining Vontobel, he held marketing positions at Sanford C. Bernstein and Citigroup. Mr. Newell earned a Bachelor of Arts degree from the University of San Francisco. He is a registered representative.

Website: www.vusa.com