TREPC January Meeting - Ok Boomer - Are you ready to retire?

Date: Wednesday, January 22, 2020
Time: 11:45am - 1:00pm
Location: Aloft Downtown Tallahassee
Speaker: Kelly O'Keefe, Sheldon Bernau & Lee Wisley

Do you have  a realistic picture of what retirement holds? We’ll assess the realities of retirement (the good, the bad and the ugly) so you can assess whether the plan you’ve designed for you or your clients is based on realistic expectations regarding health, wealth and leaving a lasting legacy. 

Kelly O'Keefe represents businesses, fiduciaries, and individuals in trust and estate litigation, real estate litigation, election litigation and complex business litigation. She also represents businesses before government agencies and advises candidates regarding campaign laws. Kelly's experience spans state, federal and local government forums. She has managed cases in multiple parallel forums, including arbitration, and brought cases successfully through appeal.

Sheldon F. Bernau is Vice President and Senior Relationship Manager with Synovus Trust Company, N.A., is a Certified Public Accountant, Chartered Global Management Accountant and Certified Divorce Financial Analyst.
He is a graduate of the University of West Florida College of Business and Pensacola Christian College and has over 25 years of banking, accounting and financial advisory experience.
Some of his community activities include the Financial Literacy Program of Escambia County, board member of the Escambia-Santa Rosa Bar Foundation, past President - Tallahassee Regional Estate Planning Council, past Chair - West Florida FICPA Chapter, and past Treasurer of Big Brothers Big Sisters of NW Florida.

Specialties: In addition to his commitment to providing customers with the highest levels of service, Sheldon facilitates relationships for his clients, financial and otherwise.
Some areas of particular concern where we help our clients:
Investment Management
Estate planning and administration
Tax-smart gifting strategies
Trust administration and corporate trustee services
Business succession planning and customized transfer strategies

Lee Wiseley leads a team of attorneys who provide professional counsel and wealth planning for Family Office clients. This involves coordination with The Family Office at Synovus relationship managers, individual family members and additional family advisors such as private attorneys, accountants, and company executives. The objective is to understand the family’s goals and provide strategic advice and guidance to help them achieve those goals. Lee also serves as Senior Vice President of Synovus Trust Company, where he provides guidance on fiduciary matters. Lee has 12 years of experience in the financial services industry. Prior to joining Synovus in 2006, he practiced law at the Bowden Spratt Law Firm, in Atlanta, and worked as an Estate and Gift Tax Attorney for the Internal Revenue Service in Atlanta. Lee’s educational credentials include an LL.M. in Taxation from the Emory School of Law, a J.D. from the University of Georgia School of Law, and a B.B.A. in Finance from the University of Georgia College of Business Administration. He is a member of the State Bar of Georgia, and is admitted to practice before the United States Tax Court. Lee is a frequent speaker on estate planning and fiduciary issues to professional groups throughout the Southeast. He is Past Chairman and current member of the Fiduciary Section of the State Bar. He is also a member of the Investment Committee of the State Bar.

Kandace Rudd is an elder law attorney, licensed to practice in Florida. She practices in the areas of Guardianship, Estate Planning and Public Benefits; planning for and responding to issues arising from aging and capacity. Ms. Rudd received a Bachelor of Social Work from Baylor University, Diana R. Garland School of Social Work, a Master of Social Work, clinical concentration, from Florida State University College of Social Work, and her Juris Doctorate, with honors, from the Florida State University College of Law. Ms. Rudd has worked, interned, and volunteered with both state and private agencies focused on older adults, persons with disabilities, mental health, and advocacy. She and her husband, Matt, have two wonderful dogs, Eddie and Max.

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