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DTSTART:20200624T153000Z
DTEND:20200624T173000Z
LOCATION:Webinar
UID:1792420200624T153000ZJune 24, 2020 (Wednesday) Workshop + Presentation (Webinar)
DTSTAMP:20260508T145651Z
DESCRIPTION:\n \nClick on:  \n \nhttps://attendee.gotowebinar.com/register/555579234838193932\n \nAfter registering, you will receive a confirmation email\n \ncontaining information about joining the webinar.\n \nJoin Us!\n \nWednesday, June 24, 2020\n \nFree for Members, Guests and Non-Members!\n \nWebinar Presentations\n \nWorkshop: 11:30 p.m. to 12:20 p.m.\n \nPhilanthropy and Family Offices\n \nSpeaker:\n \nJulie Neitzel, MBA\n \nWE Family Offices\n \nThis presentation is based on how family offices work with families of significant means.  Family Offices are privately held companies that handle investment management and wealth management for wealthy families, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations.  Attendees will learn the tools and resources available to family office teams and the best practices utilized.  Attendees will also learn the recent trends and how have they have evolved over the last 10 years. \n \nPresentation - 12:30 p.m. to 1:20 p.m.\n \nHow to Have the Charitable Conversation\n \nModerators: Steven Kreinik, CPA, Eisner Amper and Maria Tyler, Bessemer Trust\n \nPanelists: Seth R. Kaplan, Esq., Gunster; Henry H. Raattama, Jr., Akerman\n \nand Jumi Falusi, MBA, Bessemer\n \nThis presentation is based on charitable planning in the estate planning process.  Attendees will learn how to initiate the charitable conversation; discuss charitable planning techniques relative to their estate plan, for example, split interest charitable trusts, donor advised funds or private foundations.  Finally, there will be discussion on the ethical considerations of dealing with clients and charitable planning.\n \nThe workshop and dinner sessions have been approved\n \nfor 1 hour of continuing education credit for each session in the following disciplines:\n \nCLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)\n \nPlease register for Estate Planning Council of Greater Miami - \n \nJune Webinar on June 24, 2020 11:30 AM EDT at:\n \nhttps://attendee.gotowebinar.com/register/555579234838193932\n \nAfter registering, you will receive a confirmation email containing information about joining the webinar.\n \nThere is no fee to attend this meeting.\n \nFor more information and to receive news and updates from the Council follow us:\n \nfacebook.com/estateplanningmiami\ntwitter.com/epcmiami\n \nhttps://www.linkedin.com/company/estate-planning-council-of-greater-miami/\n
SUMMARY:June 24, 2020 (Wednesday) Workshop + Presentation (Webinar) - Estate Planning Council of Greater Miami 
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