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DTSTART:20221006T113000Z
DTEND:20221006T133000Z
LOCATION:North Palm Beach Country Club
UID:2289620221006T113000ZOctober Roundtable Discussion Breakfast - Andrea Albertini & Darren Mills & Steven Hein
DTSTAMP:20260412T003217Z
DESCRIPTION:\nRegistration for this event is now closed. Please contact the Administrator, Jaci Farina, at admin@pbcepc.org to be placed on the waitlist. Thank you for your support of the Council!\n \nThe Palm Beach County Estate Planning Council invites\n 2022-23 dues current members to the\n\nThursday, October 6, 2022\n \n Roundtable Discussion Breakfast\n \nNorth Palm Beach Country Club\n 951 US Highway 1\n North Palm Beach, FL 33408\n \n7:30 AM Coffee and Networking\n 8:00 AM Presentation\n \n  \n \nSpeakers: \nAndrea Albertini, CEO\n Horizon Care Services, Inc. \nand\n Darren Mills, J.D., CPA, ChFC, CLU, TEP, Tax & Elder Law Practice Group Chair\n Kelleher+Holland, LLC\nand\nSteven Hein, CPA, J.D., MBA, LL.M, PFS, CFP®, Principal\n Hein Wealth & Tax Solutions, LLC\n\nPanel Discussion Topic: \n \nAn Estate Planning team’s approach for clients that\n can’t care for themselves and the inclusion of a Care Coordinator.\n \nYour client’s health is declining, and the family is out of state.  What are the steps the estate planning team needs to take to ensure the individual is taken care of physically, mentally, and financially?\n \nWe will walk through various case studies to discuss important steps to take when your client can’t make decisions for themselves.\n \nWe will also discuss what planning should happen before a crisis to avoid last minute panic.\n \n \n \nGenerously sponsored by:\n \n\n
SUMMARY:October Roundtable Discussion Breakfast - Andrea Albertini & Darren Mills & Steven Hein - Palm Beach County Estate Planning Council 
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