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

For information regarding the Estate Planning Council of Broward, Inc., visit:

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.

See Upcoming Event Calendar