Key Private Bank<br>Anthony Lourido<br>561-775-6534

Past Events

April 9, 2024 April Speaker Dinner Meeting - Jeremiah W. Doyle, IV
Jeremiah W. Doyle, IV, JD, LL.M.
March 7, 2024 March Speaker Breakfast Meeting - Advantages of Trust Real Estate
Jennifer Sperry w/Key Private Bank
February 27, 2024 Social Event - Bowlero Jupiter
February 22, 2024 PBCEPC: New Member Orientation (In-Person Only)
February 21, 2024 PBCEPC: New Member Orientation (Virtual Only)
February 13, 2024 February Speaker Breakfast Meeting - 2024 Heckerling Update
Keith B. Braun & Christopher C. Weeg
February 1, 2024 February Speaker Lunch Meeting - Jonathan Fitzgerald w/Citi Private Bank
Jonathan Fitzgerald, JD, CPA
January 18, 2024 Annual Joint Speaker Dinner Meeting w/ECEPC - Paul Lee w/Northern Trust
Paul S. Lee, J.D., LL.M.
January 4, 2024 Food & Wine Festival and Sponsor Appreciation Event
December 13, 2023 NAEPC Webinar Series: International Tax Concerns for High Net Worth Individuals [ONLY 20 SPOTS AVAILABLE]
Chaya Siegfried, CPA, MST
December 5, 2023 Holiday Party & AEP Informational Event - Drive Shack
November 28, 2023 November Speaker Breakfast Meeting - Arthur Dichter & Marielys Rosado w/Berkowitz Pollack Brant
Arthur J. Dichter JD, LLM, TEP & Marielys Rosado, CPA, JD, LLM
November 9, 2023 November Speaker Breakfast Meeting - Kitty Northrop Friedman w/Pathway Associates
Kitty Northrop Friedman
October 19, 2023 National Estate Planning Awareness Week Event
Multiple Speakers & Panel Discussion
October 17, 2023 October Speaker Dinner Meeting - Elaine Bucher w/Gunster
Elaine Bucher, J.D.
October 4, 2023 October Speaker Breakfast Meeting - Faramarz Farhoodi & Hassan Khan & Nicholas Mohnacky
Faramarz Farhoodi & Hassan Khan & Nicholas Mohnacky
September 12, 2023 2023-24 Council Year Opening Membership Reception
May 16, 2023 May Annual Membership Breakfast Meeting - The Great Wake Up Call: Changing Perceptions of Sustainable Intergenerational Estate Planning Post-Pandemic
Alyssa Rakovich
April 18, 2023 April Speaker Dinner Meeting - Family Governance in Estate Planning
Susan Rounds & Todd Dahlstrom
April 4, 2023 Young Professionals Social Event: April 4th - Networking Happy Hour at Twisted Trunk Brewing Co.
March 2, 2023 March Roundtable Discussion Breakfast - DEI in the Wealth Industry
Ali Levin, Checree Bryant & Fabiola Brumley
February 21, 2023 February Speaker Breakfast Meeting - Heckerling and Florida Updates
Andrew R. Comiter & Mark R. Brown
February 16, 2023 PBCEPC: New Member Orientation (In-Person Only)
February 15, 2023 PBCEPC: New Member Orientation (Virtual Only)
February 2, 2023 February Roundtable Discussion Breakfast - Lisa Rispoli, CPA, AEP, TEP
Lisa Rispoli, CPA, AEP, TEP
January 24, 2023 New Year Social Event: Game of Axes
January 18, 2023 Joint Speaker Dinner Meeting - Cryptocurrency Technical Update
Kevin Ainsworth, J.D., CPA & Edward Mason, J.D., LL.M.
November 15, 2022 November Roundtable Discussion Breakfast - Tales from the Trenches
Matthew Thibaut, Esq. & Nathan Flah, MSF
November 3, 2022 November Speaker Breakfast Meeting - Jeffrey T. Getty
Jeffrey T. Getty, MS TAX, CFP®, AEP®
October 19, 2022 PBCEPC: Panel Discussion - Estate Planning for Young Families & Professionals
Panel Discussion
October 18, 2022 October Speaker Dinner Meeting - Formula General Power of Appointment - New PLR
Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA®
October 6, 2022 October Roundtable Discussion Breakfast - Andrea Albertini & Darren Mills & Steven Hein
Andrea Albertini & Darren Mills & Steven Hein
September 20, 2022 2022-23 Council Year Opening Membership Kickoff Reception
August 12, 2022 Social Event w/Young Friends of the Norton - Young Professionals
May 24, 2022 Social Event - End of Season Cocktail Party
May 17, 2022 May Annual Membership Meeting: International Tax Strategies
Christopher R. Callahan
April 26, 2022 Social & New Member Appreciation Event: Game of Axes
April 20, 2022 Social Event: April 20th - Young Professionals Happy Hour
April 19, 2022 April Membership Meeting: Fiduciary Surcharges
J. Grier (“Grier”) Pressly III
March 3, 2022 Roundtable Continental Breakfast: Well Being Trust Planning
Richard S. Franklin and Raymond C. Odom
February 15, 2022 February Membership Meeting: Family Office Viewpoint - Risk, Reward and Returns
Marc DePaul
February 3, 2022 Membership Social Event - Drive Shack
January 18, 2022 January Joint Council Membership Meeting: Charitable Gifts of Non-Cash Assets
Bruce Geiss, Mary Beth Tarter & John Scibek
January 6, 2022 Membership Kick Off the New Year Social Event [POSTPONED]
November 16, 2021 November Membership Meeting: Charitable Planning Strategies
Danita D. Nias and Michael J. Morsberger
November 4, 2021 Roundtable Continental Breakfast: Life Insurance in Rising Tax Environments
R. Marshall Jones, JD, CLU®, ChFC®, AEP®
October 19, 2021 October Membership Meeting: Preparing Clients for Legislative Updates
Mark Parthemer and Sasha Klein
October 7, 2021 Virtual Roundtable Discussion - Politics, Policy & Legislation
Jonathan Fitzgerald, JD, CPA & Thomas Kelley, CPA, CFP®, AEP®
June 3, 2021 Roundtable Discussion - Highlights from Heckerling 2021
Mark Brown, J.D., CPA & Chris Weeg, J.D., LL.M., CPA - Comiter Singer Baseman & Braun
May 18, 2021 May Membership Joint Council Meeting with East Coast Council - Business Restructuring
Robert D. Berdanier, MBA
April 20, 2021 April Membership Meeting - The Most Common Private Foundation Blind Spots: A Primer for Estate Planners
Brian Yacker, J.D., CPA - YH Advisors
March 4, 2021 Roundtable Discussion - Optimizing Client After-Tax Outcomes with Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)
David Reynolds, Nathan Flah and Sagar Dalal
February 16, 2021 February Membership Meeting - Using Domestic Asset Protection State Laws In Everyday Planning
Denis Kleinfeld, J.D., Kleinfeld Legal Advisors, P.A.
January 19, 2021 January Membership Meeting- Top Tax and Estate Planning Techniques Today (COVID-19, COVFEFE, and the Election)
Paul S. Lee, J.D., LL.M. - Northern Trust
December 15, 2020 Holiday Virtual Networking Event
December 2, 2020 December Roundtable Discussion - Are you in Jeopardy or the Price is Right? How business succession planning integrates with family dynamics
Alvina Lo, Chief Wealth Strategist Wilmington Trust & Stuart A. Smith, III National Director Business Value Strategies
November 17, 2020 November Membership Meeting - Building Blocks of Blockchain: A Primer on Cryptocurrency for Estate Planners
Abigail R. Earthman, J.D., LL.M.
November 5, 2020 Roundtable Discussion - Tax Basis Strategies for Married Couples
Edwin P. Morrow III, J.D., LL.M.,MBA, CFP, CM&AA - U.S. Bank
October 20, 2020 October Membership Meeting- IRS Global High Wealth Audits: How to Deal with IRS Scrutiny of Your Client’s Financial Affairs from Intellectual Property to Charitable Endeavors
Charles E. Hodges II, J.D., LL.M. - Jones Day
October 1, 2020 Roundtable Discussion - Estate Planning Current Developments
Mark R. Parthemer, Esq., AEP - Bessemer Trust
September 15, 2020 Council Year Kick Off Virtual Wine Tasting Event Featuring Vino Vargas Wines
Chris Kern - Wine Expert and Pedro Vargas - Winemaker
August 25, 2020 PBCEPC Virtual Networking Event
June 23, 2020 Lunch & Learn - Grow Your Estate Planning Business Using LinkedIn and Google My Business in a post-COVID-19 World.
May 19, 2020 May Annual Meeting - Wealth Transfer Planning in a Low Interest Rate (and Uncertain) Environment
Catherine McDermott, J.D., LL.M.
April 21, 2020 April Membership Dinner Meeting - A Mock Trial - An Arbitration Experience
Alex Sabo, Esq., Jay Rosen & Matthew Thibaut, Esq.
March 5, 2020 March Roundtable Continental Breakfast Meeting - Substance and Alcohol Abuse, Behavorial Health and Wealth Management
Arden O'Connor
February 18, 2020 February Membership Breakfast Meeting -High Net Worth Divorce Strategies and Issues: Family, Financial and Estate Planning Dynamics
Diane Peterson McNeal, Elisha Roy, Esq., Murphy Cray, Esq., Todd Schanel, CPA, Palika Trudeau
February 6, 2020 February Roundtable Continental Breakfast Meeting - Heckerling Update 2020
Andrew Comiter, J.D., LL.M., Keith Braun, Esq., Richard B. Comiter, J.D., LL.M.
January 21, 2020 January Joint Council Membership Meeting - The Digital Will Revolution
M. Travis Hayes, J.D., LL.M.
January 9, 2020 2020 Kick Off Membership Social Event
November 19, 2019 November Membership Breakfast Meeting - The "Yellow Brick Road" to Understanding Qualified Opportunity Zones
Panelist: Anthony Giacalone, CPA, Scott Martinho, CFA, Mitchell Drossman, J.D., CPA and Moderator Tommy Thompson
November 7, 2019 November Roundtable Continental Breakfast Meeting - Collectibles - The "Art" of Appraisals, Distribution and Liquidity
Panelist: Rachel Doorly -Winston Art Group, April Matteini - Bonhams, Rani Newman Mathura, Esq. and Moderator, Stephen Zaloom, Esq.
October 15, 2019 October Dinner Meeting - Due-ing The Due in Undue Influence
Peter Sachs, Esq.
October 3, 2019 October Roundtable Continental Breakfast Meeting - Estate Planning for Business Owners: To Control or Not to Control?
Jonathan Fitzgerald, J.D.
September 17, 2019 Council Year Kick Off Membership Reception
May 21, 2019 May Membership Annual Meeting Breakfast SEC Enforcement: Ponzi and Related Securities Fraud
Scott Masel, J.D.
May 1, 2019 May Membership Dinner Meeting- International Taxes
Andrew Leonard, CPA, Berkowitz Pollack Brant
March 7, 2019 March Rountable Discussion Continental Breakfast - Panel Discussion on Diminished Capacity Issues
Moderator-Michael Becker, Panelist - Marnie Poncy, Esq., Paul Wieseneck, CPA and Syndie Levien, CFP
February 19, 2019 February Membership Breakfast Meeting - Elder Issues Update Panel Discussion
Kamran Fotouhi, Ronald Long & Robert Mascio
February 7, 2019 February Roundtable Discussion Continental Breakfast - Heckerling Update
Johnathan Fitzgerald, J.D.
January 22, 2019 Joint Council Dinner Meeting - Cutting Edge IRA Investments-Beware of the Two-SIded Sword
Mark Parthemer, Esq., AEP
January 10, 2019 Members Only "Wine Down" Social- EVENT CANCELLED
December 6, 2018 Holiday Party
November 20, 2018 November Membership Breakfast Meeting- Performance 101 and a Road Map to Global Investment Performance Standards Mission and Vision
Ivana Bertuzzelli, CIPM
November 1, 2018 November Roundtable Discussion Continental Breakfast - Mental Illness & Special Planning Issues
Mitch Kitroser, Esq.
October 16, 2018 October Membership Dinner Meeting - Tax Update
Phil Drudy, CPA, Esq.
October 4, 2018 October Roundtable Discussion Continental Breakfast - Cybersecurity & Blockchain Technology
Paul Brodsky, Partner, Panetra Capital
September 20, 2018 Council Year Kick-Off Membership Reception
May 15, 2018 Membership Breakfast - Annual Meeting - Planning for International Clients
Scott Bowman, J.D. LL.M.
April 17, 2018 Membership Dinner Meeting - Sustainable Investing
Kathryn O'Neill McCloskey
March 1, 2018 Roundtable Discussion Breakfast - Hot Topics in Estate Planning
Mark R. Parthemer, Esq., AEP
February 20, 2018 Membership Breakfast Meeting - Trust Modifications
Yoshimi O. Smith, J.D.
February 8, 2018 Roundtable Discussion Breakfast - Heckerling Update
Keith Braun, Esq.
January 10, 2018 Membership Dinner Meeting - Joint Council Event- Post Mortem Tax Planning
Jere Doyle, J.D. LL.M.
December 5, 2017 Holiday Event - Joint Councils
November 21, 2017 Membership Breakfast Meeting - Asset Protection Planning
Jerry Wolf, J.D.
November 2, 2017 Roundtable Discussion Breakfast - Cross Generational Communication: Are You Up For The Challenges?
Lauren Benenati, CFP
October 17, 2017 Membership Dinner Meeting - IRS' Business Plan Regarding Trusts & Estates
James F. Hogan, J.D. - Managing Director Andersen Tax
October 5, 2017 Roundtable Discussion Breakfast - Strategic Philanthropy-What families are doing right?
Catherine McDermott, J.D., LL.M.
September 19, 2017 Opening Membership Reception
May 16, 2017 Annual Meeting - Membership Breakfast- The New Fiduciary Rule - What Now and Why IRAs?
Kimberly Shaw Elliott, J.D.
April 18, 2017 Membership Dinner Meeting- Teamwork: Estate Planning with Litigation in Mind
Jeff Baskies, Esq., James George, Esq. & Tattiana Brenes-Stahl, Esq.
April 6, 2017 Roundtable Discussion Breakfast-Uniform Fiduciary Access to Digital Assets Act
Mark Parthemer, Esq. & Sasha Klein, Esq.
March 2, 2017 Roundtable Discussion Breakfast-Florida Domicile
Michael Stafford, Esq. and Tasha Dickinson, Esq.
February 21, 2017 Membership Breakfast Meeting-Protecting Against Financial Elder Abuse
Ronald Long, J.D.
February 2, 2017 Roundtable Discussion Breakfast-Heckerling Update
Keith Braun, Esq. & Andrew Comiter, Esq.
January 17, 2017 How Recent Developments Affect Contemporary Estate Planning -Joint Council Dinner Meeting with East Coast Estate Planning Council
Samuel A. Donaldson, J.D., LL.M.
December 13, 2016 Holiday Membership Event
November 15, 2016 Membership Breakfast Meeting-Business Valuation
James Brockardt
November 3, 2016 Roundtable Discussion Breakfast- Guardianship
Mitchell Kitroser, Esq.
October 18, 2016 Membership Dinner Meeting- Election 2016-Insights on the Political Landscape and the Impact of a Clinton or Trump on the Financial Services Industry
Andy Blocker, Executive Vice President Public Policy & Advocacy-SIFMA
September 20, 2016 Membership Opening Reception
May 17, 2016 May Membership Annual Meeting - "Economic Overview for Florida and Palm Beach County
George LeMieux, J.D.
April 19, 2016 April Membership Dinner Meeting-Insurance Industry Update
Larry Dahl, J.D.
March 3, 2016 Roundtable Discussion Breakfast- An Anatomy of a Life Insurance Purchase
Marshall Jones & Burns Lowry
February 16, 2016 February Membership Breakfast Meeting - Federal Reserve and the Economy
Karen Gilmore, Federal Reserve
February 4, 2016 Roundtable Discussion Breakfast- Highlights of Heckerling
Mark Brown J.D., Kaye Scholer
January 19, 2016 January Joint Council Membership Dinner Meeting- "Now You See Them, Now You Don't: Planning in a World of Disappearing Discounts"
Paul Lee, J.D., LL.M.
December 1, 2015 Membership Holiday Event
November 17, 2015 November Membership Breakfast Meeting - "Talk, talk, talk....Difficult conversations & How to get through in an ADD world"
Dr. David Kelso
November 5, 2015 Roundtable Discussion Breakfast - Estate Planning Hot Topics: A Raging Current
Mark Parthemer, Bessemer Trust
October 20, 2015 October Dinner Meeting- Topic: Same Sex Marriage and Estate Planning: Nope, It's Not Over Yet!
George Karibjanian
October 1, 2015 Roundtable Discussion Breakfast -Cyber Security & Top 10 Social Media Trends
Brad Deflin, Total Digital Security & Jennifer Hampton, Superior Virtual Services
September 16, 2015 Opening Membership Reception
May 19, 2015 Membership Breakfast Annual Meeting - Topic: Effective Collaboration - Why Estate Planning Sometimes Fails or Never Gets Started
Todd Fithian
April 21, 2015 Membership Dinner Meeting - Topic: Charitable Planning
Brian D. Wodar, MBA - AllianceBernstein
April 2, 2015 Roundtable Continental Breakfast-Topic: Estate Planning For The International Investor: Traps & Planning -PBCEPC Current Dues Members Only Event
Martin Cass, CPA,CVA
March 5, 2015 Roundtable Continental Breakfast-Hot Topics: The New Tax Law and Financial Markets Planning Strategies -- PBCEPC Current Dues Members Only Event
Mark R. Parthemer, Esq.
February 17, 2015 Membership Breakfast Meeting- IRS Offshore Voluntary Disclosure
Shawn Wolf, J.D., LL.M.
January 20, 2015 Membership Dinner Meeting-Joint Meeting with ECEPC- Topic: THINKING OUTSIDE THE BOX: Why Conventional Thinking Might Not Always Be Best For Your Client REGISTRATION CLOSED-SEATING CAPACITY FULL
Dick Oshins, J.D., LL.M.
November 18, 2014 Membership Breakfast Meeting-New Estate and Gift Tax Programs and Initiatives Offered by IRS Appeals
Maricarmen Roca Cuello, Esq.-Appeals Team Manager-Appeals Estate & Gift Tax Program
November 6, 2014 Roundtable Continental Breakfast- Topic: Modern-Day Estate Planning Challenges: What Roles Should Effective Advisors Play in Working with High-Net Worth Families with Difficult Heirs?
Patrick M. Whitehead, J.D., LL.M.
October 21, 2014 Membership Dinner Meeting- The Rules Have Changed: Advances in Asset Allocation & Sources of Return
Scott Roads, Senior Vice President, Managing Director Northern Trust
October 2, 2014 Roundtable Continental Breakfast-Sargeant vs. Al-Saleh: Changing Landscape for Asset Protection in Florida?
Tasha Dickinson, J.D.
September 16, 2014 Opening Membership Reception
Event Sponsor
May 20, 2014 Annual May Breakfast Meeting- Addition by Subtraction-Build Wealth for Tomorrow by Deferring Taxes Today
Tom Pauloski, Esq. Bernstein Global Wealth Management
April 22, 2014 April Dinner Meeting - Advance Directives & Ethical Considerations for Estate Planning
James B. Davis, J.D. with Gunster
March 6, 2014 March Membership Roundtable-The Best Charitable Planning Strategies for 2014, Ceil Schneider Randall
Ceil Schneider Randall, Esq.
February 18, 2014 February Dinner Meeting, Topic-The Psychology of Business Succession Planning
William A. Snyder, Esq.
February 6, 2014 February Membership Roundtable-Heckerling Update & Best Estate Planning Practices, Speaker- Abraham Mora, Esq.
Abraham Mora, Esq. with Kaye Scholer
January 21, 2014 January Breakfast Meeting-Planning Strategies that Get The Best Results for the 3.8% Surtax and The Expiration of Charitable IRA Rollover in 2014
Christopher R. Hoyt
December 17, 2013 Holiday Membership Reception Hosted by Cleveland Clinic Florida
Hosted by Cleveland Clinic of Florida
November 19, 2013 November Membership Breakfast Meeting-Financial Behavior
David Kelso, JP Morgan
November 7, 2013 November Membership Roundtable- "Best Intentions...Ugly Results", Life Iinsurance Tax Traps
Heather Kelly with Flah & Company
October 15, 2013 October Dinner Meeting - Same Sex Planning in a Post-Windsor and Perry World, Speaker George Karibja
George Karibjanian, Senior Counsel with Proskauer
October 3, 2013 October Membership Roundtable-Florida, A Community Property State?, Speaker Keith Braun, Esq.
Keith B. Braun, Esq..-Comiter, Singer, Baseman & Braun
September 17, 2013 Opening Reception & Invitation to Prospective Members - Frenchman's Reserve
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