January 19, 2023 Workshop + Dinner Meeting

Date: Thursday, January 19, 2023
Time: 5:30pm - 8:15pm
Location: Hyatt Regency Miami 400 S. E. Second Avenue Miami, Florida 33131
Speaker: Robert Penafiel (Pension Services Inc.) & Richard E. Warner Esq.

Join Us!

DATE: Thursday, January 19, 2022

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131

Workshop – 5:30 – 6:20 p.m.

Maximizing assets under management with Qualified Custom Retirement Plans"

Presented by:

Robert Penafiel 

President

Pension Services Inc.

 

Cocktails and Dinner- 6:30 – 8:15 p.m.

"The Florida Community Property Rights Mess ----- A Way Out of it!"

Presented by:

Richard E. Warner Esq.

Richard E. Warner PA

 

This Workshop 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 send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, fish or vegetarian.

Please RSVP at https://www.epcmiami.org/events/event/22802‚Äč

The guest fee for this meeting is $100You 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 $100 will be credited toward the fee for any membership.

Membership dues include the cost of all dinners.

 

Thanks to our annual sponsors!!!

PLATINUM SPONSORS

GOLD SPONSORS

 

See Upcoming Event Calendar