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| PRESS RELEASE |
For Immediate Release |
Citrus Memorial Foundation Hosts Estate Planning Seminar
A team of local professionals from Joseph Capital Management recently joined the Citrus Memorial Foundation Development Office for an estate planning seminar entitled "Marching toward Financial Wellness".
Topics included the changes proposed to federal estate and gift taxes, gifting strategies, Roth IRA conversions, itemized deduction planning and updates from Washington.

Pictured (from left to right): Jackie Gay, Citrus Memorial Community Philanthropy Liaison, John Ceparano, Private Wealth Manager, Chris Pool, Citrus Memorial Director of Marketing and Philanthropy, Mike Tringali, Private Wealth Manager and Sally Long, Senior Private Wealth Advisor. For more information on charitable ways to support Citrus Memorial contact Chris Pool at 344-6560.
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