Estate Planning Council of Broward's October Dinner Event
Date: Thursday, October 19, 2023
Time: 5:30pm - 8:00pm
Location: Lauderdale Yacht Club, 1725 SE 12th Street, Ft. Lauderdale, FL. 33316
Speaker: Paul Caspersen
Join the Estate Planning Council of Broward on Thursday, October 19, 2023 for the second dinner event of the 2023 - 2024 year.
Cocktail hour and networking will begin at 5:30 P.M. Dinner and the presentation will immediately follow. Your RSVP is required on or before October 19, 2023. Guests tickets are $95 and should be paid when submitting your RSVP.
We are presenting: Paul Caspersen, CFP®,AEP®,MS
Paul Caspersen, CFP®,AEP®,MS
President, Planned Giving Interactive, LLC
V.P., Charitable Solutions, LLC
Topic: "The ABCs of CRTs"
A focused discussion on structure and applicability for the Attorney, CFP, Trust Officer and Accountants
October 2023 Diamond Presenting Sponsor
Thank you for your continued support
https://www.my100bank.com/
For information regarding the Estate Planning Council of Broward, Inc., visit: http://www.epcofbroward.org
Not a Member of the Estate Planning Council? If you join today, then this Dinner Meeting is included in your membership.
*Note: Continuing Education Credit is only available for Members.
