Professional Advisor Committee Spring Seminar: Here Comes the Sunset – Let’s Give While We Live!
Date
May 16
Event Category
General Admission
Venue
Event Time:
12 – 1 pm
On Thursday, May 16, an enlightening luncheon dedicated to understanding the sunsetting of the estate tax exemption will take place. We will review strategies for effective estate planning solutions while mitigating potential missteps. Gain valuable insights and information that will assist in identifying tailored solutions that align with a family’s planned giving goals and needs.
Networking opportunities will be available 15 minutes before the seminar and 15 minutes after the seminar concludes.
Guest Panel:
Nichole D. Scott
Partner
Holland & Knight LLP
Marc E. Seaverson, CPWA
Executive Director and Wealth Strategist
J.P. Morgan Private Bank
Nichole D. Scott
Partner
Holland & Knight LLP
Marc E. Seaverson, CPWA
Executive Director and Wealth Strategist
J.P. Morgan Private Bank
Moderator:
Jennifer M. Einersen
Associate
Meltzer, Lippe, Goldstein & Breitstone, LLP
Jennifer M. Einersen
Associate
Meltzer, Lippe, Goldstein & Breitstone, LLP
For more information, please contact Nina Buenavista, Senior Director Major Gifts & Planned Gifts, at [email protected] or 305-646-7021.
THANK YOU TO OUR SPONSOR
