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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 admin@pbcepc.org
to be added to the waitlist.Thank you!

ZOOM INFO

Join Zoom Meeting

https://us06web.zoom.us/j/84686495205?pwd=OU54VDdSSHF3N2V3SFpxR3B6RlcvQT09

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

Topic:  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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