Uncertain Times: Ideas to Navigate through 2026

Date: Monday, March 25, 2024
Time: 11:30am - 1:00pm
Location: Ruth Eckerd Hall-Dimmitt Lounge
Speaker: Luke Britt

Luke Britt is the Practice Director of Advanced Planning. Luke creates sophisticated, custom strategies to solve complex issues for high-net-worth families and business owners across the country. Luke’s practice focuses on wealth transfer solutions that minimize or eliminate gift and estate taxes, as well as exit and succession planning for closely held businesses.

Luke is a Retirement Income Certified Professional®, a Certified Exit Planning Advisor®, a Chartered Life Underwriter®, and an active member of the Association for Advanced Life Underwriting (AALU), the Dallas Estate Planning Council, and the Exit Planning Institute.


Save the Dates!

April 22- Conversations with a Probate Judge

April 29- Outstanding Speaker Series

(Hosted By Community Foundation Tampa Bay)

May 20- Charitable Tools Panel


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