PBC Wealth and Estate Planning Seminar
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PBC Wealth and Estate Planning Seminar
  • Home
  • About Us
  • Sponsorships
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  • 2025 Program

ABOUT THE PBC WEALTH AND ESTATE PLANNING SEMINAR

Welcome to the 2025 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 2025 Palm Beach County Wealth & Estate Planning Seminar, and that you will spend some time networking with one another.

Committee Members

Aimee Arce - Fox Rothschild LLP

Andrew Comiter - Comiter Singer

Aziel Shea - On the Ball

Barb Witte 

Charles Hanna - 5/3 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

Mary Connors - Bank of America

Samantha Vassallo - Truist

Scott Goldberger - Kaufman Rossin

Seth Marmor - Hark Yon Marmor PLC

Sharon Dabrusco - Wells Fargo

A Visual Journey of the 2024 PBC Wealth and Estate Planning Seminar

    Community Partners


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