Wealth: Grow & Protect
Join Jude Wilson and Merrell Bailey for dinner and discussion.
Thursday, April 25, 2024, 5:30 PM at The Hangry Bison in Winter Park
Jude Wilson, founder of Centrus Financial Strategies, joins Your Caring Law Firm’s Merrell Bailey to discuss how to grow wealth, protect wealth, and create a legacy.
This will be a casual, interactive discussion between your co-hosts in the Winter Park Hangry Bison. Jude and Merrell will guide you through financial and estate planning strategies, encouraging your questions.
To hear a little bit from Merrell and Jude, take a listen to their most recent podcasts together from Jude’s Plan Wise, Retire Free series:
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords Part 1
Estate Planning Wisdom for Singles with Merrell Bailey Part 2
Register Today!!
Tickets are $45 each and include appetizers, a plated meal of your choice, dessert, and one drink ticket. You’ll receive an email confirmation, and will only need to arrive with your name! Seating is limited.
Please register here: https://yourcaringlawfirm.com/events/
About the Hosts:
Mary Merrell Bailey, Esq., CPA* MBA MSTaxation MSAccounting
Merrell Bailey, Founder of Your Caring Law Firm, is committed to making estate planning as safe and comfortable as possible. Practicing as an Attorney in Florida since 2001, Merrell limits her practice to planning, with a focus on end-of-life issues, the unique needs of the elderly, unmarried couples, and individuals who hope to protect their family wealth from creditors and predators. Her overall practice areas include estate planning; charitable planning; asset protection planning; family limited partnerships; non-profit organizations; and gift, estate, and generation-skipping tax planning.
Merrell is also a Certified Public Accountant* (licensed in Alabama; inactive status) and previously worked as a CPA and Chief Financial Officer for several businesses, concentrating on start-up high-tech corporations and turnaround situations.
While in law school, Merrell earned numerous awards, including grading, for participating in Law Review and Moot Court. She holds five business degrees from the University of Central Florida, including a B.S.B.A. in Finance and a B.S.B.A. in Accounting (1985), an M.B.A. (1989), an M.S. in Taxation (2001), and an M.S. in Accounting (2007). Merrell was honored to be inducted into the UCF College of Business Hall of Fame in 2012.
Jude Wilson, CWS®, MBA, Chief Financial Strategist
With over 25 years of experience in retirement planning, Jude is our trusted Chief Financial Strategist. He has successfully guided individuals across multiple generations, including Millennials, Gen X, Baby Boomers to achieving their desired retirement lifestyle. Jude is highly skilled in tax reduction strategies and specializes in creating effective retirement plans tailored to each client’s unique needs and aspirations.
Jude’s extensive background includes invaluable experience with some of the nation’s leading financial and insurance firms, including Prudential Insurance, Wachovia Securities, SunTrust Bank, and Morgan Stanley. He holds several licenses, including the Series 7, 6, 63, and 65 licenses for investments and insurance. Additionally, Jude has earned the esteemed Certified Wealth Strategist (CWS®) designation and is a proud recipient of The Bucket Plan Certification (TM) through Clarity to Prosperity.
Through his hands-on involvement, Jude not only oversees the day-to-day operations of Centrus Financial Strategies but also personally manages client portfolios with utmost care and attention.
