GREATER BOCA RATON ESTATE PLANNING COUNCIL

Dear GBREPC Members:

Welcome to the 2026–2027 season of the Greater Boca Raton Estate Planning Council!

It is truly an honor and a privilege to serve as President of the Greater Boca Raton Estate Planning Council. I am grateful for the confidence our Board has placed in me, and I look forward to working alongside all of you during what promises to be another exceptional year for our Council.

Before looking ahead, I would like to recognize the people whose dedication makes this organization possible. I want to thank our Immediate Past President, Mickey Rosenzweig, for his outstanding leadership and commitment to our Council over the past year. I would also like to thank this year’s Board of Directors for volunteering their time, talent, and expertise in service to our members. Their passion and commitment are what make GBREPC such a special organization. Finally, I want to recognize our Executive Director, Jaci Farina, our committee volunteers, and our sponsors, whose tireless efforts behind the scenes help make everything we do possible.

As we begin a new season, our Board is focused on three priorities that will guide our work throughout the year.

First, we will continue delivering exceptional educational programming featuring nationally recognized speakers who provide practical, timely insights on the issues shaping our profession. Our goal is for every program to provide meaningful ideas that help you better serve your clients and grow your practice.

Second, we will create even more opportunities for members to build meaningful professional relationships. While our educational meetings remain the cornerstone of our programming, we recognize that some of the greatest value of Council membership comes from the conversations that happen before, after, and between our events. Through networking breakfasts, happy hours, social gatherings, family events, and our Member Speaker Forum, we will continue fostering an environment where professional relationships and lasting friendships can flourish.

Third, we are committed to ensuring the long-term strength of GBREPC through thoughtful financial stewardship, strong sponsor partnerships, leadership development, and responsible governance. Every decision we make will be guided by a commitment to leave this organization even stronger for future generations of members.

Membership in the GBREPC offers far more than outstanding educational programming. It provides access to nationally recognized speakers, meaningful networking opportunities, our Member Speaker Forum, our Member Directory, valuable educational resources through the National Association of Estate Planning Councils (NAEPC), and, perhaps most importantly, a community of professionals committed to collaboration and excellence.

This year’s calendar features another outstanding lineup of educational programs, networking events, and social gatherings. We are excited to continue many of the successful initiatives introduced over the past several years while exploring new opportunities to further enhance the value of your membership.

2026–2027 Calendar of Events
The calendar below reflects our current schedule. As planning continues throughout the year, dates, venues, and program details may be revised, and additional events may be added. The website will be updated accordingly.

► July 10th Golf Networking Event at Boca Lago [REGISTRATION CLOSED]

► September 15th Opening Reception at Northern Trust

► October 21st Speaker Dinner at Woodfield CC Feat. Paul Lee w/Indivisible Partners

► November 6th All Day CE Event

► November 18th Speaker Dinner at Woodfield CC  (w/Pre-Dinner Forum)

► December 14th "Jingle & Mingle" Holiday Party at The Addison 

► January 21st Speaker Dinner at Woodfield CC

► February 24th Speaker Dinner at Woodfield CC

► April 20th Speaker Dinner at Woodfield CC Feat. Steve Akers w/Bessemer Trust  (w/Pre-Dinner Forum) 

► End of Season Event - TBD

I encourage each of you to take full advantage of everything the Council has to offer. Attend our meetings, introduce yourself to someone new, invite an eligible colleague to experience the Council, volunteer for a committee, and share your ideas with our leadership. This organization has become what it is today because members have continually invested in one another, and I hope even more of you will choose to become involved this year. Click HERE  to renew your membership.

Please know that my door is always open. If you have ideas, suggestions, or feedback about how we can make GBREPC even better, I would genuinely love to hear from you. This Council belongs to its members, and together we will continue building an organization that serves our profession with excellence.

Thank you for your continued support of the Greater Boca Raton Estate Planning Council. I truly believe that membership in GBREPC is one of the best professional investments you can make, and I look forward to seeing each of you throughout the year.

Here’s to another exceptional season of learning, collaboration, and friendship.

Warm regards,
Ross
 

Ross O’Connor, President
GBREPC, 2026/27