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.
Aimee Arce - Fox Rothschild LLP
Andrew Comiter - Comiter Singer
Andrew Shamp - Bank of America
Aziel Shea - On the Ball
Barb Witte
Charles Hanna - PNC Private Bank
Chuck Rubin - Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
Cliff Gelber - Gerson, Preston, Klein, Lips, Eisenberg & Gelber PA
Deborah Frishman - CohnReznick
George Karibjanian - Franklin Karibjanian & Law, PLLC
Joanna Lardin - Bessemer
John Clidas - Synovus Trust Company
Josh Goldglantz - Gunster
Kris Gregg - FAU
Lanny Marks - Lanny K. Marks & Associates, Inc
Leah Foertsch - Pannone Lopes Devereaux & O'Gara LLC
Leslie McCullough - Northern Trust
Lilach Fisher - EisnerAmper
Marc List - CBIZ
Marjorie Horwin - Kaufman Rossin
Ramon Johnson - Croskey Lanni
Samantha Vassallo - Truist
Scott Goldberger - Kaufman Rossin
Seth Marmor - Hark Yon Marmor PLC
Sharon Dabrusco - Wells Fargo
Vince Comito - Greenspoon Marder LLP
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.