The Palm Beach County Estate Planning Council (PBCEPC) is a multi-disciplined organization that supports the team concept of estate planning. Our members including some of the most prominent attorneys, trust officers, accountants, insurance, wealth and financial planners and planned giving professionals in the South Florida area.
The PBCEPC hosts an extensive slate of meetings and roundtable discussions that provide our members with opportunities for learning, continuing education credit and networking.
The topic for the Council’s meeting on November 16, 2021 was “Charitable Planning Strategies” which was presented by Danita Nias of the Community Foundation of Palm Beach and Martin Counties and Michael Morsberger of the Jupiter Medical Center Foundation.
The following video is a replay of the presentation.
Our Platinum sponsors for this Council meeting were as follows:
- Smolin – Advisory | Tax | Accounting
- Jeck, Harris, Raynor & Jones, P.A.
- Lindberg & Ripple
- Jupiter Medical Center Foundation
- Key Private Bank
To learn more about our sponsors and for sponsorship opportunities, please find our web site.