Part 2 - “Estate Planning with Retirement Assets” - RESERVATIONS CLOSED
COCKTAILS, DINNER, AND SPEAKER
5:30 PM – 7:30 PM
BOB KIRKLAND
"ESTATE PLANNING WITH RETIREMENT ASSETS"
A Special Thanks to Our Dinner Sponsor
NOAH RUBIN, UBS, BV GROUP
Bob Kirkland is the Founding Partner of the law firm of Kirkland Woods & Martinsen LLP. Mr. Kirkland is a Fellow of the American College of Trust and Estate Counsel ("ACTEC"), is a past Missouri State Chair of ACTEC, and a past member of the ACTEC Board of Regents and ACTEC Executive Committee. He is a frequent author and lecturer in the estate planning and charitable giving areas. He has lectured on a variety of topics at seminars sponsored by ACTEC, The Heckerling Institute, ALI-CLE, Society of Trust and Estate Practitioners, The Missouri Bar, The Kansas Bar Association, The Oklahoma Bar Association, the Hawaii Tax Institute, the Southern Federal Tax Institute, the Notre Dame Estate Planning Institute, the Duke University Estate Planning Conference, the Florida Fellows Institute, the UCLA Institute on Estate Planning, The MO-KAN Trust Conference, the American Heart Association, and the Estate Planning Councils of Greenville, New York City, Baltimore, Louisville, Philadelphia and St. Louis.
Attachment(s)-
Bob Kirkland - Estate Planning with Retirement Assets 11-19-2019
Rules for Guests
The fee to bring a guest is $65 or $78, depending on the dinner selection. Paid guests need not have any special qualifications. A person can only be a guest twice during the 2019-2020 fiscal year, regardless which member brings that person.
Members are allowed to bring one guest for free during the 2019-2020 fiscal year. However, the free guest must be someone who would qualify for membership under our current rules.
No-Shows to Events
If you rsvp and cannot attend, please email Sylvia Tausk our council administrator, bocaratonepc@gmail.com, even if it is the same day of the event.
