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

Event Calendar

October 4, 2023 October Speaker Breakfast Meeting - Faramarz Farhoodi & Hassan Khan & Nicholas Mohnacky
Faramarz Farhoodi & Hassan Khan & Nicholas Mohnacky
October 11, 2023
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEPĀ® (Distinguished)
October 17, 2023 October Speaker Dinner Meeting - Elaine Bucher w/Gunster
Elaine Bucher, J.D.
October 19, 2023 National Estate Planning Awareness Week Event
Multiple Speakers & Panel Discussion
November 9, 2023 November Speaker Breakfast Meeting - Kitty Northrop Friedman w/Pathway Associates
Kitty Northrop Friedman
November 12, 2023
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
November 28, 2023 November Speaker Breakfast Meeting - Arthur Dichter & Marielys Rosado w/Berkowitz Pollack Brant
Arthur J. Dichter JD, LLM, TEP & Marielys Rosado, CPA, JD, LLM
December 5, 2023 Holiday Social Event - Drive Shack
December 13, 2023
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST
January 4, 2024 Food & Wine Festival
January 18, 2024 Joint Speaker Dinner Meeting with The East Coast Estate Planning Council
February 1, 2024 February Speaker Lunch Meeting - Jonathan Fitzgerald w/Citi Private Bank
Jonathan Fitzgerald, JD, CPA
February 13, 2024 February Speaker Breakfast Meeting - 2024 Heckerling Update
Keith B. Braun & Christopher C. Weeg
February 27, 2024 Social Event - Bowlero Jupiter
March 7, 2024 March Speaker Breakfast Meeting - Advantages of Trust Real Estate
Key Private Bank
April 9, 2024 April Speaker Dinner Meeting - Jeremiah W. Doyle, IV
Jeremiah W. Doyle, IV, JD, LL.M.
May 2, 2024 Social Event - VooDoo Bayou Southern Cajun Kitchen
May 14, 2024 May Annual Membership Breakfast Meeting - Barry Nelson & Cassandra Nelson w/Nelson & Nelson
Barry Nelson, J.D., LL.M. & Cassandra Nelson, J.D.
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