November Membership Meeting: Charitable Planning Strategies

Date: Tuesday, November 16, 2021
Time: 7:30am - 9:15am
Location: North Palm Beach Country Club
Speaker: Danita D. Nias and Michael J. Morsberger

Registration for this event is closed. Please contact Jaci Farina at
to be added to the waitlist.Thank you!


Join Zoom Meeting

Meeting ID: 846 8649 5205

Passcode: 242317

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


November 16, 2021 Breakfast Meeting

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 Speakers: Danita Nias, President & CEO at Community Foundation for Palm Beach and Martin Counties and Michael J. Morsberger, Chief Philanthropy Officer & President, Jupiter Medical Center Foundation

‚ÄčTopic:  Charitable Planning Strategies


Generously Sponsored By

Diamond Sponsors


Platinum Sponsors


Gold Sponsors

Syndie T. Levien, CFP®, CEPA® with UBS

CE Credit Applied For


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