IT'S ALMOST HERE...DON'T MISS THIS YEARS SEMINAR
Welcome to the 6th Annual Palm Beach County Wealth & Estate Planning Seminar.
A special thank you goes to our generous sponsors and to our committee members who have helped bring this seminar to you over the years.
We would also like to thank our nonprofit partners who all worked tirelessly to make our seminars even more successful year after year.
We hope that the information shared helps you to continue to serve your clients in new and better ways. Please remember that many people are proud of their philanthropy - as volunteers, board members, donors and planned givers.
Including philanthropy in your conversation is appreciated by your clients so please explore these options when you speak with them. And feel free to call on our partner nonprofits for assistance or additional information regarding how to make your client’s philanthropy most rewarding.
We hope that you join us and enjoy the 6th Annual Palm Beach County Wealth & Estate Planning Seminar, and that you will spend some time networking with one another.
Our speaker this year will be Paul Lee, Chief Tax Strategist for Northern Trust Wealth Management. Paul is a proven speaker and specializes in advising and consulting with ultra-high-net-worth families and their businesses, with a focus on complex income, transfer, and international tax issues.