ESTATE PLANNING COUNCIL OF THE FUN COAST

Location: Hilton Garden Inn, Town Center Boulevard, just off Rt. 100 in Palm Coast (exit 284 of I-95). Program: Maximizing Relationships Amongst the Advisory Disciplines This will be a team presentation regarding Estate and Financial Planning . Ron Maurno has 32 years experience in the wirehouse world, and Denny Axman, CLU, ChFC, AEP, CFPtm is about to celebrate his 40th anniversary in the life insurance business. Ron will cover the history of Wealth Management, its origin, and where it stands currently. Denny will cover the need for multi discipline professionals to cooperate, and methods of establishing and developing that relationship in order to provide the absolute best service for our clients. Speakers: Denny Axman, CLU, ChFC, AEP, CFP & Ron Maurno of Capitas/Pinnacle, Jacksonville Dennis M. Axman, CLU, ChFC, AEP, CFP Denny has had a long-career in the financial services profession starting with being a representative with the Prudential Insurance Company of America in 1970, owning his own successful financial planning practice in Jacksonville, FL, and working as a product wholesaler. In March 2009, Denny joined Capitas Financial, LLC as Vice President of Sales. Throughout his career, Denny has earned sixteen Prudential Presidents