| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 17, 2023 |
Recent Developments in Estate Planning. Dinner is sponsored by United Nursing Services and Harbor Financial Group.
Sam Donaldson |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
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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.
|
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| 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 |
| 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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