Friday, November 6, 2026
9:00 A.M. to 3:30 P.M.
(Registration and check-in begins at 8:15 AM. The program will begin promptly at 9:00 AM.)

Boca Raton Innovation Campus
Boca Regional Hospital Community Room
5000 T-Rex Avenue
Boca Raton, FL 33431
(the former IBM Building off Yamato Road)

Registration Fee
Early Bird Rate: $75 per person — Register by October 10th
Regular Rate: $100 per person — Registrations received after October 10th

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. Registration includes a boxed lunch and refreshments.

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. 
 

• "Estate Planning Insights and Updates"
  • Benetta Y. Park, Esq., ACTEC Fellow, Managing Director and Senior Fiduciary Counsel, Bessemer Trust
     
• "How to Plan with Community Property and Florida’s Community Property Trust"
  • Anthony P. Guettler, Esq., Managing Partner, Gould Cooksey Fennell
     
• "Testamentary Planning with IRAs"
  • George Karibjanian, Esq., ACTEC Fellow, Partner, Franklin Karibjanian Law & DePersis PLLC
     
• "Passing LLC Membership Interest on Death without Probate"
  • Patrick J. Lannon, Esq., ACTEC Fellow, Partner, Shutts & Bowen LLP
     
• "Using Life Insurance to Enhance Your Estate Planning"
  • R. Marshall Jones, JD, CLU, ChFC, Principal, Phylax Legacy Advisers
  • Adam Sendzischew, MBA, CLU, CFP, Managing Principal, Phylax Legacy Advisers
     
• "I Do, I Don’t: Planning for Divorce and Other Issues Affecting Marital Bliss"
  • Mark Parthemer, JD, AEP, ACTEC Fellow, National Chief Wealth Strategist, Glenmede Trust Company
  • Sasha Klein, JD, LLM, AEP, Partner, PricewaterhouseCoopers LLP

Generously sponsored by: