Special Needs and Guardianship
Planning from Womb to Tomb
1830 Epping Forest Drive
Jacksonville, FL 32217
Check In & Cocktails 5:30pm - Brandywine Room
Dinner 6:15pm - duPont & Mason Rooms (upstairs)
Speaker and Program 7:00pm
- RSVP by 12 noon Wednesday, March 11th (members be sure to select no charge).
- Please indicate any dietery requests in the "Special Request" section of the RSVP form.
- Guest fee $125 and must be paid online via credit card prior to the event.
About our speaker
David R. Toups, JD., MBA, CFA®, CFP®, CTFA®
Is a Corporate Vice President and Advanced Planning Consultant with New York Life Insurance Company, supporting agents working in the South Central Zone. David joined New York Life in 2016 as a case design consultant for the Nautilis Group®, a service of New York Life, where for over eight years he provided in-depth analyses and explanations of multi-faceted estate, trust, asset protection, and busiess planning stratetgies. Prior to coming to New York Life, David spent more than 14 years in the private practice of law focused on estate, trust, and business litigation.
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