The St. Augustine Professional Advisory Council
The Community Foundation in Jacksonville
Partnering with
Bernstein Global Wealth Management
And
The Estate Planning Council of the Fun Coast
Invite You to Breakfast
Wednesday, September 15, 2010
8:30 A.M. – 10:00 A.M.
Hilton St. Augustine Historic Bayfront*
32 Avenida Menendez
St. Augustine, Florida 32084
Featuring
Coping with the Unknown: How Does Future Tax Policy Impact Financial Decisions Today?
Speaker: Thomas J. Pauloski
National Managing Director
Wealth Management Group
Bernstein Global Wealth Management
Location: Hilton St. Augustine Historic Bayfront
Space is limited, so please RSVP to Bob Roberts or Carol Nieves at 904-356-4483 or broberts@jaxcf.org
*See below for speaker biography and directions to the Hilton
Thomas J. Pauloski
National Managing Director—Wealth Management Group
Mr. Pauloski is a National Managing Director of the Wealth Management Group; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Mr. Pauloski was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Mr. Pauloski is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Mr. Pauloski earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service.
Directions to the St. Augustine Hilton Historic Bayfront (904-829-2277)
Interstate Highway 95 to St. Augustine Exit 318, State Rd. 16-East. Travel East on 16 to the intersection of US Route 1, turn right heading South for about 1 mile and turn at the downtown St. Augustine sign Castillo Drive. Drive East until Castillo ends at San Marco Avenue, turn right and follow San Marco around the curve passing the Fort on the left. The hotel will be on the right side of the street, across from the bay, which is now Avenida Menendez.
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