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Roundtable Continental Breakfast: Life Insurance in Rising Tax Environments

Date: Thursday, November 4, 2021
Time: 7:30am - 9:15am
Location: North Palm Beach Country Club
Speaker: R. Marshall Jones, JD, CLU®, ChFC®, AEP®

Registration for this event is now closed. If you would like to be added to the waitlist, please email Jaci Farina at admin@pbcepc.org.


Meeting ID: 810 8156 9836
Passcode: 286738


The Palm Beach County Estate Planning Council invites the
2021-2022 dues current members to the

Thursday, November 4, 2021

 Roundtable Discussion Continental Breakfast

North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

7:30 AM Coffee and Networking
8:00 AM Presentation

Guest Speaker: R. Marshall Jones, JD, AEP®, CLU®, ChFC®, CAP®, FLMI,
Principal, Jones Lowry

Topic:  Life Insurance in Rising Tax Environments

Please note, Roundtable Meetings are dues current member only events. Breakfast will be served by gloved staff.  Please be mindful of the timing of the local bridges to ensure you arrive timely.

Space is becoming limited. Please register by October 27, 2021 to secure your spot.

Generously Sponsored by:



CE Credit Applied For


See Upcoming Event Calendar