October 17, 2019 Joint Workshop + Dinner Meeting with FPA Miami
Join Us for a Special Joint Program and Dinner Event with the Financial Planning Association (FPA) of Miami!
DATE: Thursday, October 17, 2019
LOCATION: Akerman LLP
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"
Thomas J. Pauloski, JD, Bernstein Private Wealth Management
“Asset Protection Planning"
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