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Tuesday, October 17, 2023

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

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Greater Boca Raton Estate Planning Council

GREATER BOCA RATON ESTATE PLANNING COUNCIL

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David N. Grobstein

Accountant
CBIZ
2255 Glades Road, Ste. 321A
Boca Raton, FL 33431
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Phone: 561-994-5050
Fax: 561-241-0071
Send a Message to David Grobstein
Website: http://www.cbiz.com
CFP: AC47547

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UPCOMING EVENTS

October 17, 2023

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

Sam Donaldson

See Event Details

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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