Past Events
| December 3, 2024 |
Lunch & Learn: 'Tis the Season…Charitable Giving
Phillip Henry |
| November 14, 2024 |
Dinner Meeting: Asset Protection: Keep It Simple Siobhan
Robert H. Bo Trudeau, Esq. |
| October 1, 2024 |
Lunch & Learn: The Corporate Transparency Act - Requirements and Implications for Attorneys and Fiduciaries.
Andrew Thompson |
| September 12, 2024 |
Dinner Meeting: Principal and Income - Understanding the Evolution of Florida’s Act and Planning for the Future
Jolyon D. Acosta, Esq. |
| August 28, 2024 |
Webinar: The Elegant Divorce
Lisa M. Cukier, JD |
| August 21, 2024 |
Season Kickoff: Cocktails & Connections
The Castle Irish Pub & Restaurant |
| July 17, 2024 |
Webinar: It’s Hard Getting Old: Helping Clients Keep Control of Their Lives and Money
Louis W. Pierro and Peter J. Strauss |
| June 26, 2024 |
NAEPC Webinar: A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know
Aquanetta J. Betts, JD, CAP, AEP, CFRE |
| View Current Events |
