October 17, 2019 Joint Workshop + Dinner Meeting with FPA Miami

Date: Thursday, October 17, 2019
Time: 5:30pm - 8:00pm
Location: Akerman LLP, Brickell City Centre, 98 SE 7th Street, No. 1100, Miami, FL 33131
Speaker: Thomas J. Pauloski, JD, Bernstein Private Wealth Management, and Jonathan E. Gopman, JD, LL.M., Akerman LLP

Join Us for a Special Joint Program and Dinner Event with the Financial Planning Association (FPA) of Miami!

DATE: Thursday, October 17, 2019

Brickell City Centre

98 SE 7th Street, No. 1100

Miami, FL 33131

5:00 p.m. - 6:00 p.m. - Registration and Networking

6:00 p.m. - 6:10 p.m. - Welcome and Introductions

6:10 p.m. - 7:00 p.m. - Tom Pauloski - Powers of Deduction

7:00 p.m. - 7:10 p.m. - Break

7:10 p.m. - 8:00 p.m. Jonathan Gopman - Asset Protection

"Powers of Deduction:  Tax Saving Strategies Under the Legislation Formerly Known as the Tax Cuts"

Presented by: 

Thomas  J. Pauloski, JD, Bernstein Private Wealth Management

“Asset Protection Planning"

Presented by: 

Jonathan E. Gopman, JD, LL.M., Akerman LLP

 The dinner sessions have been approved for 1 hour of continuing education credit for each session in the following disciplines: CLE (Legal), CFP (Certified Financial Planners) and CPE(Accountancy)

Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. 

Please RSVP at http://www.epcmiami.org/events/event/17920


The guest fee for this meeting is $65. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $65 will be credited toward the fee for any membership.


Meeting Sponsored By

Meeting Hosted By

Membership dues include the cost of all dinners.

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We look forward to seeing you at the meeting

See Upcoming Event Calendar