October Speaker Dinner Meeting - Formula General Power of Appointment - New PLR
Registration for this event is now closed. Please contact the Administrator, Jaci Farina, at firstname.lastname@example.org to be placed on the waitlist. Thank you for your support of the Council!
The Palm Beach County Estate Planning Council invites
2022-2023 dues current members to:
Speaker Dinner Meeting
Tuesday, October 18, 2022 at 5:30 PM
North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408
Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA®
Huntington National Bank
Formula General Power of Appointment - New PLR
Ed is currently a Wealth Strategist for Huntington National Bank, where he concentrates on thought leadership and planning ideas for high net worth clientele in tax, asset protection and estate planning areas. Previously, he was a Director in Key Private Bank’s Family Wealth Advisory Group, analyzing tax, trust and estate planning needs of ultra high net worth clients of Key Private Bank nationwide in conjunction with local teams of credentialled financial planners, trust officers, investment specialists and private bankers.
**Please register by October 11, 2022**
Generously sponsored by: