Events

Special Needs Conference

Hoyt & Bryan’s 2022 Special Needs Conference will be held on

Friday, September 16, 2022 from 9:00 a.m. – 4:00 p.m.

Location: 715 Douglas Ave

Altamonte Springs, FL 32714

Join us to learn more about:

Details coming soon!

No Registration fee. Call 407-977-8080 or email Tiffany@HoytBryan.com with questions or to RSVP.

Thank you to our Sponsors:

ESP Workshops and Events

2022 ESP Annual Client Meeting

As a member of our ESP Program, Medicaid Maintenance Plan or as a Valued Advisor, you and your family are invited to join us to learn about recent changes in the law, changes in our firm, and changes in how to leave your legacy. You have the option to attend this meeting in person or by Zoom.

When: Saturday, February 12, 2022

Where: The Foundry Church

1491 E State Road 434

Winter Springs, FL 32708

10:00 a.m. – 12:00 p.m.

To RSVP please call 407-977-8080 or email Tiffany@HoytBryan.com.

Redbook Review Workshop

Thursday, May 19, 2022 at 9:30 a.m. by zoom

In this specialty workshop, we will navigate through your Estate Planning Portfolio “Redbook” and provide a general overview of the documents contained in your Redbook, as well as their importance.

Nuts and Bolts II – How To Receive Your Inheritance Workshop

Thursday, July 28, 2022 at 2:00 p.m. by zoom

Beneficiaries will learn how to protect their inheritance, manage their assets and plan for their families. We will discuss the Trust Protection Spectrum and the various asset protection options available when assets are left in trust to beneficiaries. In addition, we will explain the “1-2-3 of Estate Planning” to guide beneficiaries in understanding which pot of money is the one to spend from and which is to let grow.

Fall Event: TBD

Saturday, November 5, 2022