| October 5, 2023 |
October CGEPC Breakfast Meeting: Steve Linde: You Don't Have to Go Broke to Grow Old; Asset Protection for the Middle Class Through Proper Medicaid Planning
Steve Linde |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| November 2, 2023 |
November CGEPC Dinner Meeting: Dolly Hernandez & Patrick Lannon: Marital Agreements and Estate Planning: How Estate Planners and Family Law Attorneys Can Work Together to Benefit the Client
Dolly Hernandez and Patrick Lannon |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| December 7, 2023 |
December CGEPC Breakfast Meeting: Travis Hayes: Florida Community Property Trust Act
Travis Hayes |
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 18, 2024 |
Coral Gables EPC New Year's Opener Networking Event Sponsored by Seacoast Bank
|
| February 1, 2024 |
February CGEPC Breakfast Meeting: Tama Klosek: Life Insurance Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value
Tama Klosek |
| March 7, 2024 |
March CGEPC Dinner Meeting: Tom Karr: Caselaw Update
Tom Karr |
| April 4, 2024 |
April CGEPC Breakfast Meeting: Steph Wagner: Women and Wealth
Steph Wagner |
| May 2, 2024 |
May CGEPC Dinner Meeting: Patricia Green, CPA: Tax Topic TBD
Patricia Green, CPA |
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