Next Meeting:
Tuesday, 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
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January 23, 2024
Bob Kirkland
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February 21, 2024
The Hatfields & The McCoys: Pitfalls When Planning With Real Estate. Dinner is sponsored by Heritage Auctions. Cocktail Hour is sponsored by Janney Montgomery Scott.
Marve Ann Alaimo
May 1, 2024
Charitable Planning. Dinner is sponsored by Synovus.
Kristina Ratama
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