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BEGIN:VEVENT
DTSTART:20251114T153000Z
DTEND:20251114T220000Z
LOCATION:Boca Raton Innovation Campus 
UID:2790820251114T153000ZInaugural Estate Planning Symposium  
DTSTAMP:20260415T061053Z
DESCRIPTION:\nThe Greater Boca Raton Estate Planning Council\n Inaugural Estate Planning Symposium  \n ------\n\n\n \nJoin us for an all day CE event!\n $75.00 Per Person\n \nFriday, November 14, 2025\n 10:30 A.M. to 5:00 P.M.\n\n Boca Raton Innovation Campus\n Boca Regional Hospital Community Room\n 5000 T-Rex Avenue\n Boca Raton, FL 33431\n (the former IBM Building off Yamato Road)\n ------\n\nThis 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. \n \nThe 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. \n 10:00 AM to 10:30 AM                    \nWelcome & Check-In\n   10:30 AM to 10:45 AM  Brief Announcements & Sponsor Recognition  \n10:45 AM to 11:40 AM\n \n \n \n \n \n \n \n \n   \n Presentation #1\n \nRoth IRA, Charitable Giving and Estate Planning Opportunities after OBBBA\nJoshua N. Goldglantz, Esq., AEP, Partner, Private Wealth Services, Gunster\nPhilip Herzberg, CFP, CDFA, CTFA, AEP, Team Hewins\nLindsay A. Rehns, Esq., Managing Director and Senior Fiduciary Counsel, Bessemer Trust\n   \n 11:40 AM to 12:35 PM\n \n \n \n \n   \n Presentation #2\n \nGenerational Planning to Keep the Family Vacation Home in the Family\nA. Michael Wargon, Esq., Partner, Day Pitney LLP\n   12:35 PM to 1:05 PM  Lunch & Break   \n 1:05 PM to 2:00 PM\n \n \n \n \n   \n Presentation #3\n \nAsset Protection Planning: Florida and Beyond\nPaul Roman, Esq., Partner, Roman Northwood PLLC\n   \n 2:00 PM to 2:55 PM\n \n \n \n \n \n \n \n \n   \n Presentation #4\n \nPost-Mortem Planning and Elections: Options and Alternatives\nRyan W. Alfred, CPA, AEP, Senior Tax Manager, EisnerAmper\nKaren Bahn, CPA, Senior Manager, Private Client & Family Office, BDO USA\nEdward F. Smith III, Esq., AEP, Of Counsel, Beller Smith, PL\n \n \n   \n 2:55 PM to 3:50 PM\n \n \n \n \n \n \n \n \n   \n Presentation #5\n \nPlanning with Life Insurance / Intergenerational Split-Dollar Transfers\nMichelle Boyce, RICP, Vice President, Rosenzweig Financial Services\nBrian Singer, CFP, CLU, ChFC, CPA, AEP, EBS Responsible Wealth\n \n \n   \n 3:50 PM to 4:45 PM\n \n \n \n \n   \n Presentation #6\n \n13 Things That You Didn’t Know About the 706\nGeorge D. Karibjanian, Esq., Partner, Franklin Karibjanian & Law, PLLC\n   4:45 PM to 5:00 PM  Closing Remarks & Farewell \n \n \n\n  \n \nGenerously sponsored by:\n \n\n\n\n\n\n\n\n \n \n
SUMMARY:Inaugural Estate Planning Symposium   - Greater Boca Raton Estate Planning Council 
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