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Estate Planning for Women (and the men who love them)

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January 4, 2012 6:00 pm
January 4, 2012 8:00 pm
HEALTHplex | Institute for Advanced Medicine
5880 Rand Blvd., Sarasota, FL, United States, 34238
John M. Compton

Estate planning is critically important for you,  your children, and family!

Now more than ever women need to take charge of this process, or at least be equal participants!

Planning allows YOU to make choices for your health care and assets, so that if you are at some point unable to choose for yourself, loved ones will be relieved of the burden of making personal decisions for you. Furthermore, without estate planning the government will be the one to decide how your assets will be allocated. Do you want that?

Our January Girl Talk on Health will guide you through (and simplify) everything you need to know about estate planning; including the preparation of necessary documents such as wills, trusts, power of attorney and health care proxy options.

You can decide if your hard earned assets go to family, charity or the taxman with just a little planning now!

In addition, Brian Babcock will be speaking on life insurance and how to integrate life insurance into your estate planning needs.

To reserve your spot please RSVP
info@dragonflyeretreats.com or 919-523-8502

About our guest speakers

John M. Compton is a member of his firms Business and Tax Law
Practice Group and their Estate Planning, Estate Administration and Asset
Preservation Practice Group. He practices in the areas of corporate and business
law and transactions, as well as taxation, including tax planning, tax
controversies and the representation of taxpayers before the Internal Revenue
Service and Florida Department of Revenue. He also handles estate planning,
probate, trust administration and asset protection matters.

A 1994 graduate of the University of Florida, he received his Juris Doctorate
Degree from Cumberland School of Law in 1997. In 1998, he was awarded a Masters
of Law in Taxation degree (LL.M.) from Boston University.

John is a member of the Alabama State Bar, the Florida Bar, and Sarasota
County Bar Associations. John has an active involvement in a number of
charitable and civic organizations including serving on the Board of Directors
of the Humane Society of Sarasota County and Downtown Sarasota Council, Chair of
the Business Section of the Sarasota County Bar Association and a Junior
Achievement volunteer.

John has also been recognized as a Florida Rising Star in 2011 by Super


Phone: 941-328-8396
888-409-8592 (Toll Free)

Brian_BabcockBrian Babcock joined Horizon Wealth Advisors, LLC in September 2011. Brian’s insurance experience spans 11 years of helping his clients develop strategies to cover risks associated with life’s uncertainties. Brian started his career in September, 2000 with the John Hancock agency here in Sarasota Florida. After seven years, Brian started his own company, offering insurance coverage from the top insurance companies in the country. The flexibility to continually offer clients the best value and strong company ratings has been the foundation of a fulfilling career. Brian focuses on personal lines of insurance, such as life insurance, long term care insurance, disability insurance and annuities. Brian’s insurance experience ensures families and businesses are protected from life’s uncertainties.

Brian has been part of the Sarasota and Bradenton community since 1985. He graduated from Cardinal Mooney High School in 1989 and attended Lynchburg College in VA and the University of West Florida in Pensacola, FL. Brian returned to Sarasota in September 2000 with his wife, Gina. Brian and Gina have one son, Alex.

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