Welcome to the 2026 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 2026 Palm Beach County Wealth & Estate Planning Seminar, and that you will spend some time networking with one another.

Aimee Arce | Fox Rothschild LLP
Andy Rudoff | Synovus
Andrew Comiter | Comiter Singer
Charles Hanna | Fifth Third Private Bank
Chuck Rubin | Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.
Cliff Gelber | Gerson, Preston, Klein, Lips, Eisenberg & Gelber PA
David Lappin | Lappin Estate Planning
Deborah Frishman | CohnReznick
George Karibjanian | Franklin Karibjanian & Law, PLLC
Ivan Shegota | CG Trust
Jay Brandt | Snow Foundation
Joanna Lardin | Bessemer Trust
John Clidas
Josh Goldglantz | Gunster
Kris Gregg | Florida Atlantic University
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
Matthew Rahal | Walton CPAs
Rebecca Sarelson
Samantha Vassallo | Truist
Scott Goldberger | Kaufman Rossin
Sharon Dabrusco | Wells Fargo
Seth Marmor | Hark Yon Marmor PLC
Alicia Koross | LerroSarbey, PLLC
Terisa Heine
Copyright © 2026 PBC Wealth and Estate Planning Seminar - All Rights Reserved.
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