GREATER BOCA RATON ESTATE PLANNING COUNCIL

Greater Boca Raton Estate Planning Council
2nd Annual Estate Planning Awareness Workshop

Click HERE to register today!

Join us for a free, interactive workshop presented by the Greater Boca Raton Estate Planning Council in partnership with the Florida Atlantic University Foundation. Together, we’ll explore essential estate planning topics that affect individuals, families, and professionals alike.

The below panel of seasoned estate planning professionals will walk through real-life case studies and examine a broad range of considerations—from tax and legal strategies to wealth transfer tools and life insurance planning. Whether you're new to estate planning or seeking to deepen your expertise, this workshop offers something for everyone.
 

Moderator:

Paul Roman
Northwood | Roman PLLC
Attorney
 

Panelists:

Shari Cohen
Shari Cohen, P.A.
Attorney

William Miller
Miller Wealth Advisors
Insurance Professional

Matthew Rahal
Walton Rahal CPAs
Certified Public Accountant

Noah Rubin
Wells Fargo Advisors
Financial Services
 

Featuring Breakout Session Experts: 
Ross O’Connor, Mickey Rosenzweig, Leslie McCullough, Edward Smith,
Lindsay Rehns, Brandon Simon, Kris Gregg, and Stuart Rader