Quantum Realty Advisors, Inc.<br>Chris Losquadro<br>561-624-2680

Past Events

May 21, 2019 May Membership Annual Meeting Breakfast SEC Enforcement: Ponzi and Related Securities Fraud
May 1, 2019 May Membership Dinner Meeting- International Taxes
March 7, 2019 March Rountable Discussion Continental Breakfast - Panel Discussion on Diminished Capacity Issues
February 19, 2019 February Membership Breakfast Meeting - Elder Issues Update Panel Discussion
February 7, 2019 February Roundtable Discussion Continental Breakfast - Heckerling Update
January 22, 2019 Joint Council Dinner Meeting - Cutting Edge IRA Investments-Beware of the Two-SIded Sword
January 10, 2019 Members Only "Wine Down" Social- EVENT CANCELLED
December 6, 2018 Holiday Party
November 20, 2018 November Membership Breakfast Meeting- Performance 101 and a Road Map to Global Investment Performance Standards Mission and Vision
November 1, 2018 November Roundtable Discussion Continental Breakfast - Mental Illness & Special Planning Issues
October 16, 2018 October Membership Dinner Meeting - Tax Update
October 4, 2018 October Roundtable Discussion Continental Breakfast - Cybersecurity & Blockchain Technology
September 20, 2018 Council Year Kick-Off Membership Reception
May 15, 2018 Membership Breakfast - Annual Meeting - Planning for International Clients
April 17, 2018 Membership Dinner Meeting - Sustainable Investing
March 1, 2018 Roundtable Discussion Breakfast - Hot Topics in Estate Planning
February 20, 2018 Membership Breakfast Meeting - Trust Modifications
February 8, 2018 Roundtable Discussion Breakfast - Heckerling Update
January 10, 2018 Membership Dinner Meeting - Joint Council Event- Post Mortem Tax Planning
December 5, 2017 Holiday Event - Joint Councils
November 21, 2017 Membership Breakfast Meeting - Asset Protection Planning
November 2, 2017 Roundtable Discussion Breakfast - Cross Generational Communication: Are You Up For The Challenges?
October 17, 2017 Membership Dinner Meeting - IRS' Business Plan Regarding Trusts & Estates
October 5, 2017 Roundtable Discussion Breakfast - Strategic Philanthropy-What families are doing right?
September 19, 2017 Opening Membership Reception
May 16, 2017 Annual Meeting - Membership Breakfast- The New Fiduciary Rule - What Now and Why IRAs?
April 18, 2017 Membership Dinner Meeting- Teamwork: Estate Planning with Litigation in Mind
April 6, 2017 Roundtable Discussion Breakfast-Uniform Fiduciary Access to Digital Assets Act
March 2, 2017 Roundtable Discussion Breakfast-Florida Domicile
February 21, 2017 Membership Breakfast Meeting-Protecting Against Financial Elder Abuse
February 2, 2017 Roundtable Discussion Breakfast-Heckerling Update
January 17, 2017 How Recent Developments Affect Contemporary Estate Planning -Joint Council Dinner Meeting with East Coast Estate Planning Council
December 13, 2016 Holiday Membership Event
November 15, 2016 Membership Breakfast Meeting-Business Valuation
November 3, 2016 Roundtable Discussion Breakfast- Guardianship
October 18, 2016 Membership Dinner Meeting- Election 2016-Insights on the Political Landscape and the Impact of a Clinton or Trump on the Financial Services Industry
September 20, 2016 Membership Opening Reception
May 17, 2016 May Membership Annual Meeting - "Economic Overview for Florida and Palm Beach County
April 19, 2016 April Membership Dinner Meeting-Insurance Industry Update
March 3, 2016 Roundtable Discussion Breakfast- An Anatomy of a Life Insurance Purchase
February 16, 2016 February Membership Breakfast Meeting - Federal Reserve and the Economy
February 4, 2016 Roundtable Discussion Breakfast- Highlights of Heckerling
January 19, 2016 January Joint Council Membership Dinner Meeting- "Now You See Them, Now You Don't: Planning in a World of Disappearing Discounts"
December 1, 2015 Membership Holiday Event
November 17, 2015 November Membership Breakfast Meeting - "Talk, talk, talk....Difficult conversations & How to get through in an ADD world"
November 5, 2015 Roundtable Discussion Breakfast - Estate Planning Hot Topics: A Raging Current
October 20, 2015 October Dinner Meeting- Topic: Same Sex Marriage and Estate Planning: Nope, It's Not Over Yet!
October 1, 2015 Roundtable Discussion Breakfast -Cyber Security & Top 10 Social Media Trends
September 16, 2015 Opening Membership Reception
May 19, 2015 Membership Breakfast Annual Meeting - Topic: Effective Collaboration - Why Estate Planning Sometimes Fails or Never Gets Started
April 21, 2015 Membership Dinner Meeting - Topic: Charitable Planning
April 2, 2015 Roundtable Continental Breakfast-Topic: Estate Planning For The International Investor: Traps & Planning -PBCEPC Current Dues Members Only Event
March 5, 2015 Roundtable Continental Breakfast-Hot Topics: The New Tax Law and Financial Markets Planning Strategies -- PBCEPC Current Dues Members Only Event
February 17, 2015 Membership Breakfast Meeting- IRS Offshore Voluntary Disclosure
January 20, 2015 Membership Dinner Meeting-Joint Meeting with ECEPC- Topic: THINKING OUTSIDE THE BOX: Why Conventional Thinking Might Not Always Be Best For Your Client REGISTRATION CLOSED-SEATING CAPACITY FULL
November 18, 2014 Membership Breakfast Meeting-New Estate and Gift Tax Programs and Initiatives Offered by IRS Appeals
November 6, 2014 Roundtable Continental Breakfast- Topic: Modern-Day Estate Planning Challenges: What Roles Should Effective Advisors Play in Working with High-Net Worth Families with Difficult Heirs?
October 21, 2014 Membership Dinner Meeting- The Rules Have Changed: Advances in Asset Allocation & Sources of Return
October 2, 2014 Roundtable Continental Breakfast-Sargeant vs. Al-Saleh: Changing Landscape for Asset Protection in Florida?
September 16, 2014 Opening Membership Reception
May 20, 2014 Annual May Breakfast Meeting- Addition by Subtraction-Build Wealth for Tomorrow by Deferring Taxes Today
April 22, 2014 April Dinner Meeting - Advance Directives & Ethical Considerations for Estate Planning
March 6, 2014 March Membership Roundtable-The Best Charitable Planning Strategies for 2014, Ceil Schneider Randall
February 18, 2014 February Dinner Meeting, Topic-The Psychology of Business Succession Planning
February 6, 2014 February Membership Roundtable-Heckerling Update & Best Estate Planning Practices, Speaker- Abraham Mora, Esq.
January 21, 2014 January Breakfast Meeting-Planning Strategies that Get The Best Results for the 3.8% Surtax and The Expiration of Charitable IRA Rollover in 2014
December 17, 2013 Holiday Membership Reception Hosted by Cleveland Clinic Florida
November 19, 2013 November Membership Breakfast Meeting-Financial Behavior
November 7, 2013 November Membership Roundtable- "Best Intentions...Ugly Results", Life Iinsurance Tax Traps
October 15, 2013 October Dinner Meeting - Same Sex Planning in a Post-Windsor and Perry World, Speaker George Karibja
October 3, 2013 October Membership Roundtable-Florida, A Community Property State?, Speaker Keith Braun, Esq.
September 17, 2013 Opening Reception & Invitation to Prospective Members - Frenchman's Reserve
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