Welcome
Experience amazing insights at our Palm Beach County Wealth & Estate Planning Seminar.
Event Details
Time:
- 3:00 pm: Registration opens
- 4:00 to 6:00 pm: Program
- 6:00 pm: Cocktail Reception
Location:
- Osher Lifelong Learning Institute at FAU
- 777 Glades Rd CEH 31D, Boca Raton, FL 33431
SPEAKER
Our speaker this year will be Paul Lee, Chief Tax Strategist for Northern Trust Wealth Management. Paul is a proven speaker and specializes in advising and consulting with ultra-high-net-worth families and their businesses, with a focus on complex income, transfer, and international tax issues.
Emerald Sponsors
Ruby Sponsors
Sapphire Sponsors
Amethyst Sponsors
Community Partners
