Next Meeting:
Tuesday, October 17, 2023
Recent Developments in Estate Planning. Dinner is sponsored by United Nursing Services and Harbor Financial Group.
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October 17, 2023
Sam Donaldson
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November 16, 2023
Just Because You Can Doesn't Always Mean You Should - Fiduciary Considerations When Using Federal Trust Laws. Dinner is sponsored by The Gardens of Boca Raton. Cocktail Hour is sponsored by Rosenzweig Financial Services.
Dave Diamond
December 5, 2023
“Jingle & Mingle” Holiday Party sponsored by Kravit Estate Holdings.
January 23, 2024
The Secure (“Setting Every Community up for Retirement Enhancement” or “Sending Everyone Cowering under Reduced Expectations”) Act & other Recent Dev. in Estate Planning for Retirement Assets. Dinner is sponsored by Boca Raton Regional Hospital. Cocktail Hour is sponsored by Semus Wealth Partners
Bob Kirkland
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