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DTSTART:20250422T213000Z
DTEND:20250423T001500Z
LOCATION:Hyatt Regency Miami 400 S. E. Second Avenue Miami, Florida 33131
UID:2685020250422T213000ZApril 22, 2025 Workshop + Dinner Meeting
DTSTAMP:20260413T153421Z
DESCRIPTION:\nJoin Us!\n \nDATE: Tuesday, April 22nd, 2025\n \nLOCATION: Hyatt Regency Miami\n400 S. E. Second Avenue\nMiami, Florida 33131\n \n \n \nWorkshop – 5:30 – 6:20 p.m. \n \n \n \n \nAI  in Estate Planning & Fiduciary Services\n    \n \nPresented by:\n \nRafaela Vianna &  [Beth Spickler](https://www.linkedin.com/in/beth-spickler-3144bb7/) - [BNY Wealth](https://www.bny.com/corporate/global/en.html)\n \n    \n \nCocktails and Dinner- 6:30 – 8:15 p.m.\n \nThey Did What?! How 501(c)(3) Organizations Get Into Trouble - and How to Get them Out\n \nPresented by:\n \n[Heidi Suarez, CPA](https://kaufmanrossin.com/professionals/heidi-suarez/) - [Kaufman Rossin](https://kaufmanrossin.com)\n \n\n \nThe workshop and dinner sessions have applied for 1 hour of continuing education credit \n \nfor each session in the following disciplines:\n \nCLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)\n \nPlease 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.\n \nPlease RSVP at https://www.epcmiami.org/events/event/24402\n \nThe guest fee for this meeting is $100. 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 $100 will be credited toward the fee for any membership.\n \nMembership dues include the cost of all dinners.\n \n \n \nThe Workshop and Dinner Presentation is generously sponsored by:\n \n \n \nGOLD SPONSOR\n \n[](https://kaufmanrossin.com)\n \nGOLD SPONSOR\n \n\n \n \n \nThanks to our annual sponsors!!!\n \nPLATINUM SPONSORS\n \n[](https://cgtrust.com/)\n \n\n \n\n \n \n \n\n \nGOLD SPONSOR\n \n[](https://kaufmanrossin.com)\n \n \n \n\n \n \n \nSILVER SPONSOR \n \n \n  \n  \nBRONZE SPONSOR \n  \n \n 
SUMMARY:April 22, 2025 Workshop + Dinner Meeting - Estate Planning Council of Greater Miami 
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