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DTSTART:20221018T213000Z
DTEND:20221018T233000Z
LOCATION:North Palm Beach Country Club
UID:2289720221018T213000ZOctober Speaker Dinner Meeting - Formula General Power of Appointment - New PLR
DTSTAMP:20260412T003401Z
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 2022-2023 dues current members to:\n\nSpeaker Dinner Meeting\nTuesday, October 18, 2022 at 5:30 PM\n\nNorth Palm Beach Country Club\n951 US Highway 1\n North Palm Beach, FL 33408\n \n\n \nSpeaker:\n Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA®\nHuntington National Bank\n\nTopic:\n Formula General Power of Appointment - New PLR\n \nEd 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.\n \nEd was previously in private law practice working in taxation, probate, estate and business planning. Other experience includes research and writing of legal memoranda for the U.S. District Court of Portland, Oregon as a law clerk. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC). He is a Board Certified Specialist (through the Ohio State Bar Assn) in Estate Planning, Trust and Probate Law, a Certified Financial Planner (CFP) professional and a Certified Merger & Acquisition Advisor (CM&AA). He is also a Non-Public Arbitrator for the Financial Industry Regulatory Authority (FINRA) and a member of the Editorial Advisory Board of the Probate Law Journal of Ohio.\n \n**Please register by October 11, 2022**\n \nGenerously sponsored by:\n \nDiamond Sponsor\n \n\n \n \n
SUMMARY:October Speaker Dinner Meeting - Formula General Power of Appointment - New PLR - Palm Beach County Estate Planning Council 
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