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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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Greater Boca Raton Estate Planning Council

GREATER BOCA RATON ESTATE PLANNING COUNCIL
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Sponsors

Diamond Sponsors


EstateBuyers.com

Kravit Estate Appraisals

Northern Trust Bank

Gold Sponsors


1847Financial

Boca Raton Regional Hospital

Coral Gables Trust

Heritage Auctions

The Gardens of Boca Raton

Silver Sponsors


Law Offices of Daniel A. Seigel, P.A.

Synovus

The Harbor Financial Group at Morgan Stanley

Transitions Management Estate Services Company

United Nursing Services

Cocktail Hour Sponsors


Comiter, Singer, Baseman & Braun
Janney Montgomery Scott

Rosenzweig Financial Services

Semus Wealth Partners, LLC

Bronze Sponsors


Aucamp, Dellenback & Whitney

BCG Valuations

Benchmark Financial

Ellis Law Group, P.L.

Garber and Garber CPA
Gerson/Preston/Klein/Lips/Eisenberg/Gelber

Gunster Law Firm
Gutter Chaves Josepher Rubin Forman Fleisher Miller PA

Huth, Pratt & Milhauser
Joseph Coconate

Kocher Law Firm PLLC

Meltzer, Lippe, Goldstein & Breitstone, LLP

Miller Wealth Advisors

Noah Rubin - Wells Fargo Advisors
Plancorp

Raymond James

Please contact us to list your company on our Sponsors page.

UPCOMING EVENTS

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

See Event Details

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

See Event Details

May 1, 2024

Charitable Planning. Dinner is sponsored by Synovus.

Kristina Ratama

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils
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