January 20, 2022 Workshop + Lunch Meeting

Date: Thursday, January 20, 2022
Time: 11:30am - 1:30pm
Location: NOW BEING HELD VIRTUALLY - previously Hyatt Regency Miami 400 S. E. Second Avenue Miami, Florida 33131
Speaker: Daniel Berger & Jon Perrillo - Lockton Companies; Nichole D. Scott | Holland & Knight LLP

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Join Us!

DATE: Thursday, January 20, 2022


(login details provided during registration)

Workshop – 11:30 am – 12:30 pm

Tax Insurance Overview and Application to Estate Planning"


Presented by:
Daniel Berger & Jon Perrillo

Lockton Companies

Presentation - 12:30 pm – 1:30 pm

"Community Property Trusts"

Presented by:
Nichole D. Scott  | Holland & Knight LLP


Dinner Meeting Generously Sponsored By:

The workshop and dinner sessions have applied for 1 hour of continuing education credit for each session in the following disciplines:

CLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)

Please RSVP at https://www.epcmiami.org/events/event/22037

The guest fee for this meeting is $75You 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 $75 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.

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