| October 4, 2023 |
October Speaker Breakfast Meeting - Faramarz Farhoodi & Hassan Khan & Nicholas Mohnacky
Faramarz Farhoodi & Hassan Khan & Nicholas Mohnacky |
| October 11, 2023 |
NATIONAL EVENT:
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), AEP® (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 |
NATIONAL EVENT:
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
N/A |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 4, 2024 |
Food & Wine Festival
N/A |
| January 18, 2024 |
Joint Speaker Dinner Meeting with The East Coast Estate Planning Council
TBD |
| 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
N/A |
| 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
N/A |
| 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. |
|
View Past Events
|
