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
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), AEPĀ® (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
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
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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