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Tuesday, October 17, 2023

Recent Developments in Estate Planning. Dinner is sponsored by United Nursing Services and Harbor Financial Group.

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Greater Boca Raton Estate Planning Council

GREATER BOCA RATON ESTATE PLANNING COUNCIL

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Season Opening Reception Sponsored and Hosted by Northern Trust

Date: Wednesday, September 13, 2023
Time: 5:30pm - 7:30pm
Location: Northern Trust

See Upcoming Event Calendar

UPCOMING EVENTS

October 17, 2023

Recent Developments in Estate Planning. Dinner is sponsored by United Nursing Services and Harbor Financial Group.

Sam Donaldson

See Event Details

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

See Event Details

December 5, 2023

“Jingle & Mingle” Holiday Party sponsored by Kravit Estate Holdings.

See Event Details

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

See Full Calendar

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