Inaugural Estate Planning Symposium
The Greater Boca Raton Estate Planning Council
Inaugural Estate Planning Symposium
Join us for an all day CE event!
$75.00 Per Person
Friday, November 14, 2025
10:30 A.M. to 5:00 P.M.
Boca Raton Innovation Campus
Boca Regional Hospital Community Room
5000 T-Rex Avenue
Boca Raton, FL 33431
(the former IBM Building off Yamato Road)
This full-day event will feature expert speakers and valuable networking opportunities—designed to support your professional growth and fulfill your CE requirements. In addition, a successful program will benefit the Council, so please invite your friends and associates who are not members to join us and earn their CE credits. Valet and self-parking available.
The Council is seeking approval for six (6) continuing education credits in each discipline, with one (1) credit assigned to each presentation topic. Each presentation will run approximately 50 to 55 minutes and feature the below referenced speakers and topics. While the order of presentations may shift slightly, the anticipated schedule is as follows.
| 10:00 AM to 10:30 AM | Welcome & Check-In |
| 10:30 AM to 10:45 AM | Brief Announcements & Sponsor Recognition |
| 10:45 AM to 11:40 AM | Presentation #1 |
| 11:40 AM to 12:35 PM | Presentation #2 |
| 12:35 PM to 1:05 PM | Lunch & Break |
| 1:05 PM to 2:00 PM | Presentation #3 |
| 2:00 PM to 2:55 PM | Presentation #4 |
| 2:55 PM to 3:50 PM | Presentation #5 |
| 3:50 PM to 4:45 PM | Presentation #6 |
| 4:45 PM to 5:00 PM | Closing Remarks & Farewell |
Roth IRA, Charitable Giving and Estate Planning Opportunities after OBBBA
Joshua N. Goldglantz, Esq., AEP, Partner, Private Wealth Services, Gunster
Philip Herzberg, CFP, CDFA, CTFA, AEP, Team Hewins
Lindsay A. Rehns, Esq., Managing Director and Senior Fiduciary Counsel, Bessemer Trust
Generational Planning to Keep the Family Vacation Home in the Family
A. Michael Wargon, Esq., Partner, Day Pitney LLP
Asset Protection Planning: Florida and Beyond
Paul Roman, Esq., Partner, Roman Northwood PLLC
Post-Mortem Planning and Elections: Options and Alternatives
Ryan W. Alfred, CPA, AEP, Senior Tax Manager, EisnerAmper
Karen Bahn, CPA, Senior Manager, Private Client & Family Office, BDO USA
Edward F. Smith III, Esq., AEP, Of Counsel, Beller Smith, PL
Planning with Life Insurance / Intergenerational Split-Dollar Transfers
Michelle Boyce, RICP, Vice President, Rosenzweig Financial Services
Brian Singer, CFP, CLU, ChFC, CPA, AEP, EBS Responsible Wealth
13 Things That You Didn’t Know About the 706
George D. Karibjanian, Esq., Partner, Franklin Karibjanian & Law, PLLC
Generously sponsored by:
