Maureen Lyons de Gonzalez - Coral Gables / South Dade Estate Planning Council

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Maureen Lyons de Gonzalez, CFA, CPWA®, CIMA®

Senior Vice President/ Wealth Management

Northern Trust Bank

600 Brickell Avenue, 24th floor

Miami, Fl 33131

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Phone: 305-789-6267

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FEATURED EVENTS

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

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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

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UPCOMING EVENTS

December 7, 2023

December CGEPC Breakfast Meeting: Travis Hayes: Florida Community Property Trust Act

Travis Hayes

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January 18, 2024

Coral Gables EPC New Year's Opener Networking Event Sponsored by Seacoast Bank

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February 1, 2024

February CGEPC Breakfast Meeting: Tama Klosek: Life Insurance Settlements - The Hidden Tool to Unlock, Preserve and Rescue Value

Tama Klosek

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March 7, 2024

March CGEPC Dinner Meeting: Tom Karr: Caselaw Update

Tom Karr

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National Association of Estate Planners & Councils

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