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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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

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May 1, 2024

Charitable Planning. Dinner is sponsored by Synovus.

Kristina Ratama

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