March 2021 Membership Luncheon

March 2021 Luncheon - Virtual Luncheon

2021 Economy and What It Will Do For You 

Things you will take away from this presentation:

• Holistic Approach to Financial Planning
• Economic and Market Update
• What We Can Expect In This New Tax Environment

Meet our Speakers:

 Jeannette Bajalia, President, Owner, and Principal Advisor for Petros Financial Group and Woman's Worth

Jeannette is the President and Principal Advisor of Petros Financial Group, where she has designed and implemented some of the most innovative estate planning solutions for clients and their families.  She is also the Founder and President of Woman’s Worth®, where she specializes in the unique needs facing women as they plan for their retirement.  She is an Ed Slott Master Elite Advisor, a published author, a radio host, and has also appeared as a guest on First Coast Living on WTLV & Look Local.  She was also recognized as one of 20 Women of Influence by The Jacksonville Business Journal in 2012.  She is co-founder of the Growing Bolder Financial Institute powered by Woman’s Worth® and is featured in the Growing Bolder magazine on a regular basis, which is a leader in wellness and active lifestyle content focused on rebranding aging.  She has a passion for ensuring that individuals have a Retirement Lifestyle Protection Plan® that allows them to enjoy a successful retirement.  She completed her undergraduate and graduate studies at the University of North Florida in Jacksonville.  She has lived in Ponte Vedra Beach for over 18 years and is a proud aunt to 32 nieces and nephews.

Michael K. Macke, CFP, Vice President, Owner, and Principal Advisor

Mark has over 25 years of experience as a CPA and has held a variety of positions in public, private, and non-profit organizations. His experiences shape his unique ability to diagnose and solve problems. His ability to see the big picture and develop appropriate strategies enables you to achieve your desired results. Mark holds bachelor’s degrees from the University of Florida and the University of North Florida and a Master of Accountancy with a concentration in Taxation from the University of North Florida. In addition to being a Florida CPA, Mark holds the special designation of a Certified Tax Coach. Mark thrives on synthesizing data to solve problems for his clients, no matter the size of the issue. Mark remains objective, determines the obstacles, and identifies opportunities. The results develop a creative solution that lowers taxes, increases productivity, and allows his clients to put more money in their pockets.

Mark Sizemore, CPA, MAcc,CTC

Mark has over 25 years of experience as a CPA and has held a variety of positions in public, private, and non-profit organizations. His experiences shape his unique ability to diagnose and solve problems. His ability to see the big picture and develop appropriate strategies enables you to achieve your desired results. Mark holds bachelor’s degrees from the University of Florida and the University of North Florida and a Master of Accountancy with a concentration in Taxation from the University of North Florida. In addition to being a Florida CPA, Mark holds the special designation of a Certified Tax Coach. Mark thrives on synthesizing data to solve problems for his clients, no matter the size of the issue. Mark remains objective, determines the obstacles, and identifies opportunities. The results develop a creative solution that lowers taxes, increases productivity, and allows his clients to put more money in their pockets.

Please note your picture may be captured to use in Social Media or our Marketing Material