October 17, 2023

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

Sam Donaldson

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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

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December 5, 2023

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

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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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