Estate Planning Council of Broward's October Dinner Event
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
Not a Member of the Estate Planning Council? If you join today, then this Dinner Meeting is included in your membership.