Special Needs Conference
Hoyt & Bryan’s 2022 Special Needs Conference will be held on
Friday, September 16, 2022 from 9:30 a.m. – 12:00 p.m.
Join us to learn more about: Special Needs Trusts, social security, guardianship and guardian advocacy.
This event will be hosted via Zoom, to register click HERE!
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
