Key Private Bank<br>Anthony Lourido<br>561-775-6534

National Estate Planning Awareness Week Event

Date: Thursday, October 19, 2023
Time: 11:30am - 1:00pm
Location: Extraordinary Charities
Speaker: Multiple Speakers & Panel Discussion

Join us as the Palm Beach County Estate Planning Council Celebrates
National Estate Planning Awareness Week


Extraordinary Charities
2635 Old Okeechobee Road
West Palm Beach, FL 33409

October 19, 2023

11:30 AM to 12:00 PM - Networking & Lunch
12:00 PM to 1:00 PM - Presentation & Panel Discussion

Event Lineup:

   

       

"Securing Legacies, Fueling Impact: Unveiling Estate Planning Essentials and Charitable Giving Strategies"

Panel Discussion featuring:

Sarah Gaymon
Berkowitz Pollack Brant Advisors + CPAs

Darren Mills
The Markarian Group

Mary Katherine Morales
Community Foundation for Palm Beach and Martin Counties

Steven Trend
Prudential Financial

Moderated by:
Domenick Macri

Macri Associates Consulting

 

A special thank you to Joseph Hosler and the team at Auour Investments for generously sponsoring this important event!

 

A special thank you to Sarah Gaymon and the team at NABA for generously sponsoring this important event!

See Upcoming Event Calendar