| December 9, 2024 |
“Jingle & Mingle” Holiday Party sponsored by Kravit Estate Holdings
N/A |
| November 19, 2024 |
November New Member Breakfast
N/A |
| November 12, 2024 |
November Dinner Meeting
Lester Law, Esq. |
| November 12, 2024 |
Pre-Dinner Meeting Member Speaker Forum
|
| October 23, 2024 |
Inaugural Wealth & Wisdom Workshop
|
| October 16, 2024 |
October Dinner Meeting
Joshua Rubenstein |
| September 17, 2024 |
SOLD OUT | Season Opening Reception Sponsored and Hosted by Northern Trust
|
| May 18, 2024 |
END OF THE SEASON EVENT
|
| May 1, 2024 |
Charitable Planning: What Charities Want Estate Planning Professionals To Know OR Don't Make Common Charitable Planning Mistakes
Kristina Raattama |
| March 20, 2024 |
Special Cocktail Reception
|
| February 21, 2024 |
February 21, 2024 Speaker's Forum
|
| February 21, 2024 |
The Hatfields & The McCoys: Pitfalls When Planning With Real Estate
Marve Ann Alaimo |
| January 23, 2024 |
The Secure (“Setting Every Community up for Retirement Enhancement” or “Sending Everyone Cowering under Reduced Expectations”) Act & other Recent Dev. in Estate Planning for Retirement Assets. Dinner is sponsored by Boca Raton Regional Hospital. Cocktail Hour is sponsored by Semus Wealth Partners
Bob Kirkland |
| December 5, 2023 |
“Jingle & Mingle” Holiday Party sponsored by Kravit Estate Holdings.
|
| November 16, 2023 |
Just Because You Can Doesn't Always Mean You Should - Fiduciary Considerations When Using Federal Trust Laws. Dinner is sponsored by The Gardens of Boca Raton. Cocktail Hour is sponsored by Rosenzweig Financial Services.
Dave Diamond |
| October 17, 2023 |
October Dinner Meeting - Recent Developments in Estate Planning
Sam Donaldson |
| September 13, 2023 |
Season Opening Reception Sponsored and Hosted by Northern Trust
|
| August 22, 2023 |
August Board Meeting
|
| August 22, 2023 |
Special Board Only**Private Cooking Class Experience
|
| July 18, 2023 |
July Board Meeting - Hybrid
|
| June 20, 2023 |
June Board Meeting - Hybrid
|
| May 20, 2023 |
End of Season Event - “DEADLINE TO RSVP IS MAY 11”
|
| May 16, 2023 |
May Board Meeting - Hybrid
|
| April 18, 2023 |
GBREPC - April Dinner Meeting , 4/18/23 - THIS EVENT IS CLOSED!
Alan Gassman – “Estate & Estate Tax Planning for Floridians” |
| April 11, 2023 |
April Board Meeting - Hybrid
|
| March 15, 2023 |
*March Happy Hour Event*
|
| March 14, 2023 |
March Board Meeting - Hybrid
|
| February 16, 2023 |
GBREPC - February Dinner Meeting - Thursday, 2/16/23 - Part II
Amy Kanyuk, “Trustee Discretion: The Better Part of Valor or Vulnerability?” |
| February 16, 2023 |
Pre-Dinner Meeting Member Speaker Forum - Part I
|
| February 14, 2023 |
February Board Meeting - Hybrid
|
| January 19, 2023 |
GBREPC - January Dinner Meeting - Thursday, 1/19/23
Barry Horowitz, “Should I Stay or Should I Go? – A discussion on changing Residency” |
| January 17, 2023 |
January Board Meeting - Hybrid
|
| December 20, 2022 |
Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq. |
| December 13, 2022 |
December Board Meeting - Zoom Only!
|
| December 6, 2022 |
THIS EVENT IS CLOSED! Holiday Party Event - Jingle & Mingle
|
| November 29, 2022 |
GBREPC - November Dinner Meeting - Tuesday, 11/29/22
Gideon Rothschild, JD, CPA -“Asset Protection – Selected Issues and Planning Techniques |
| November 8, 2022 |
November Board Meeting Hybrid
|
| October 18, 2022 |
GBREPC - THIS IS NOW CLOSED! October Dinner Meeting - Tuesday, 10/18/22 - Hybrid
Pierre DuPont, “Family Investment Strategies for 50-100 Years”, Pierre is a 5th generation member of the DuPont family and 8th generation of the family that started Wawa so he has particular insight and first hand knowledge of this interesting topic. |
| October 12, 2022 |
PRIVATE EVENT FOR BOARD MEMBERS AND SPONSORS ONLY.
|
| October 11, 2022 |
October Board Meeting - Hybrid
|
| September 30, 2022 |
A Deep Dive into two Member Benefits: Leimberg Information Services (LISI) and AEP® designation
Speakers: Brian Singer, EBS Responsible Wealth and Susan Austin-Carney, NAEPC |
| September 14, 2022 |
GBREPC Kick-Off Event in 1 Week
|
| September 13, 2022 |
September Hybrid Board Meeting, Tuesday, September 13, 2022
|
| August 16, 2022 |
GBREPC August Board Meeting - Tuesday, 8/16/22 - Hybrid Meeting -
|
| July 19, 2022 |
GBREPC July Board Meeting
|
| June 21, 2022 |
GBREPC: June Board Meeting
|
| June 17, 2022 |
GBREPC: June Executive Board Meeting
|
| June 7, 2022 |
*Cruising' Good Time - June 7th*
|
| May 18, 2022 |
* Great AXE-pectations * Board Members ONLY *
|
| May 10, 2022 |
GBREPC: May Board Meeting
|
| May 6, 2022 |
GBREPC: May Executive Board Meeting
|
| April 27, 2022 |
GBREPC - NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets - Instant Replay
Betsy Ehrenberg |
| April 19, 2022 |
GBREPC: April Dinner Meeting - "Current Events/Hot Estate Planning Topics"
Steve Akers |
| April 12, 2022 |
GBREPC: April Board Meeting
|
| April 8, 2022 |
GBREPC: April Executive Board Meeting
|
| March 29, 2022 |
Come and enjoy the fresh Springtime air on a private, outdoor patio at the beautiful Waterstone Resort!
|
| March 23, 2022 |
GBREPC: "Top 10 Charitable Strategies in 2022'
Dr. Russell James |
| March 8, 2022 |
GBREPC: March Board Meeting
|
| March 4, 2022 |
GBREPC: March Executive Board Meeting
|
| February 24, 2022 |
GBREPC - Speaker Topics
|
| February 8, 2022 |
GBREPC: February Dinner Meeting - "Life Insurance in a 'New Normal': Best Practices in Turbulent Times".
Larry Rybka |
| February 8, 2022 |
GBREPC: February Board Meeting - ZOOM
|
| February 4, 2022 |
GBREPC: February Executive Board Meeting
|
| January 19, 2022 |
GBREPC: January Dinner Meeting - "Celebrity Estate Planning Disasters"- (Attend in person or zoom)
Richard Warner |
| January 11, 2022 |
GBREPC: January Board Meeting
|
| January 7, 2022 |
GBREPC: January Executive Board Meeting
|
| December 14, 2021 |
GBREPC: December Board Meeting - Hybrid
|
| December 10, 2021 |
GBREPC: December Executive Board Meeting
|
| December 7, 2021 |
GBREPC: Holiday Event
|
| November 9, 2021 |
GBREPC:November Board Meeting
|
| November 9, 2021 |
GBREPC: November Dinner Meeting - "Business Succession Planning"
Louis Mezzullo |
| November 5, 2021 |
GBREPC: November Executive Board Meeting
|
| October 21, 2021 |
GBREPC: Virtual Season Kick-Off!
|
| October 12, 2021 |
GBREPC: October Board Meeting
|
| October 8, 2021 |
GBREPC - EXECUTIVE BOARD MEETING
|
| October 5, 2021 |
GBREPC: October Dinner Meeting - "Bitcoin/Cryptocurrency Issues in Estate Planning"
Andrew Hinkes |
| September 23, 2021 |
NAEPC WEBINAR
|
| September 14, 2021 |
GBREPC: September Board Meeting
|
| September 10, 2021 |
Executive Board Meeting
|
| August 11, 2021 |
GBREPC: August Board Meeting
|
| August 9, 2021 |
GBREPC - Executive Committee Members Meeting
|
| June 15, 2021 |
Board Meeting
|
| June 8, 2021 |
End of Year Event Luau Party!
|
| May 18, 2021 |
Board Meeting
|
| April 20, 2021 |
Board Meeting
|
| April 20, 2021 |
GBREPC April Meeting - “The Biden Administration’s Agenda – A Legislative Update.”
Josh Caron, Vice President of Legislative Affairs at Finseca. |
| March 9, 2021 |
Board Meeting
|
| February 16, 2021 |
You Call it a Practice, I Call it a Business
Robert Romanoff |
| February 9, 2021 |
Board Meeting
|
| February 3, 2021 |
Don’t Miss the Judicial Forum February 3, 2021 ~ Register Today
|
| January 19, 2021 |
GBREPC January Meeting
Dr. Eddie Thompson – Charitable Planning: Helping Clients/Donors & Blended Gifts |
| January 5, 2021 |
Board Meeting
|
| December 8, 2020 |
Member Speaker Forum Has Been Cancelled!
|
| November 17, 2020 |
GBREPC November Meeting
Ronald Aucutt – Discussion on impact of Presidential Election |
| November 10, 2020 |
Board Meeting
|
| November 10, 2020 |
Virtual Member *Sip* Event!
Registration for this event has closed. |
| October 20, 2020 |
GBREPC October Meeting
Domingo Such - Planning/Pitfalls with SLATs |
| October 6, 2020 |
Board Meeting
|
| September 8, 2020 |
Board Meeting
|
| August 10, 2020 |
Finance Committee - Membership
|
| August 5, 2020 |
GBREPC Finance Committee Meeting
|
| August 4, 2020 |
GBREPC Board Meeting
|
| August 3, 2020 |
Committee Discussion
|
| July 14, 2020 |
GBREPC BOARD MEETING - JULY 14th, 2020
|
| May 28, 2020 |
Probate, Trust & Guardianship Legislative Update - Webinar
Sarah Butters |
| May 26, 2020 |
2020-21 Board Nominations
|
| April 21, 2020 |
“Trustee Discretion”- Cancelled due to Covid-19
Amy Kanyuk |
| March 17, 2020 |
Wine Tasting Event - POSTPONED UNTIL FURTHER NOTICE
|
| February 18, 2020 |
“Current Estate Tax Developments”
Mark Parthemer, Esq. |
| February 18, 2020 |
Pre-Dinner Meeting Member Speaker Forum
|
| January 21, 2020 |
“Planning for Beneficiaries with Special Needs: A Collaborative Approach”
Kristen Lewis |
| January 9, 2020 |
Board Meeting
|
| December 10, 2019 |
Holiday Event
|
| November 19, 2019 |
Part 2 - “Estate Planning with Retirement Assets” - RESERVATIONS CLOSED
Bob Kirkland |
| November 19, 2019 |
Part 1 - Pre-Dinner Member Speaker Forum
To Be Determined |
| November 12, 2019 |
Board Meeting
|
| November 6, 2019 |
Business Development Event - MEMBERS ONLY!
Jaynie L. Smith |
| October 16, 2019 |
“The 1846 Last Will of John Sutton-What's Not So New in Will Drafting and Contests”
Terry Franklin |
| October 3, 2019 |
GBREPC Board Meeting-Thursday, October 3
|
| September 12, 2019 |
New Member Event
|
| August 27, 2019 |
Joint Event with Boca Raton Regional Hospital- Schiavo Revisited: End of Life Decisions-Where Are We Now?
Kathy L. Cerminara, Professor of Law at Nova Southeastern University, Nicklaus Curley, Esq. of Gunster Yoakley & Stuart, Alex Ermia, Esq. Vice President, General Counsel & Corporate Secretary at Boca Raton Regional Hospital, and Lawrence J. Miller, Esq. of Gutter Chaves Josepher et. al., moderator |
| August 27, 2019 |
GBREPC Board Meeting
|
| July 24, 2019 |
Board Meeting
|
| May 18, 2019 |
End of Year Dinner/Dance
|
| April 17, 2019 |
Part 2 - Dinner Meeting - Jeffrey A. Weissman - Divorce & Estate Planning
Jeffrey A. Weissman |
| April 17, 2019 |
Part 1 - Pre-Dinner Meeting Member Speaker Forum
Howard Krooks, Jerome Wolf, Noah Rubin |
| February 19, 2019 |
Dinner Meeting - Stacy Eastland - USING YOUR ESTATE PLANNING TOOLBOX TO FIX YOUR CLIENT'S INCOME TAX PROBLEMS
|
| February 14, 2019 |
Board Meeting
|
| January 22, 2019 |
PART II - Cocktails, Dinner, Speaker - USING MANDATORY ARBITRATION CLAUSES TO “PRIVATIZE” PROBATE AND TRUST LITIGATION
Juan Antunez |
| January 22, 2019 |
PART I - “PRE-DINNER MEETING MEMBER SPEAKER FORUM”
Jeffrey Kahn, William Miller, & Mace Tamse |
| January 10, 2019 |
Board Meeting
|
| December 12, 2018 |
Holiday Event - Filled to Capacity
|
| November 15, 2018 |
Dinner Meeting - Lester Law - Basis Issues
Lester Law |
| November 12, 2018 |
Board Meeting
|
| November 1, 2018 |
Membership Appreciation Cocktail Reception - Closed
|
| October 16, 2018 |
Dinner Meeting - Jeffrey A. Kern - Joint Trusts
Jeffrey A. Kern |
| October 11, 2018 |
Board Meeting
|
| September 6, 2018 |
New Member Reception
|
| August 30, 2018 |
Board Meeting
|
| July 12, 2018 |
Board Meeting
|
| June 27, 2018 |
Board "Pre-Meeting" (Officers Only)
|
| June 14, 2018 |
Board Meeting
|
| June 9, 2018 |
2018 End of Season Event
No Speaker |
| May 22, 2018 |
Joint Presentation & Cocktails with Boca Raton Regional Hospital Foundation's PAC
Alex Eremia, Dr. Yankel J. Girshman & Lawrence J. Miller |
| May 17, 2018 |
Board Meeting
|
| April 24, 2018 |
Dinner Meeting - Aldo Leiva & Jorge Rey - What the Hack! Cybersecurity in 2018
Aldo Leiva & Jorge Rey |
| April 19, 2018 |
Board Meeting
|
| February 27, 2018 |
Dinner Meeting - Bernard A. Krooks - Special Needs Trusts; ABLE accounts
Bernard A. Krooks |
| February 22, 2018 |
Board Meeting
|
| January 16, 2018 |
Dinner Meeting - Steve Akers - Estate Planning Current Developments
Steve Akers |
| January 11, 2018 |
Board Meeting
|
| December 11, 2017 |
Holiday Party
No Speaker |
| December 5, 2017 |
Board Meeting
|
| November 14, 2017 |
Dinner Meeting - Paul S. Lee - Tax Basis Management in the New Paradigm
Paul S. Lee |
| November 9, 2017 |
Board Meeting
|
| October 17, 2017 |
Dinner Meeting - Jeff Scroggin - What Dead Celebrities Can Teach Us About Estate Planning
Jeff Scroggin |
| October 12, 2017 |
Board Meeting
|
| September 6, 2017 |
New Member Reception
No Speaker |
| August 31, 2017 |
Board Meeting
|
| July 21, 2017 |
Board Meeting
|
| June 23, 2017 |
Board Meeting
|
| June 10, 2017 |
2017 End of the Season Event
|
| May 10, 2017 |
Bringing to Life “End of Life” Directives
|
| April 18, 2017 |
Dinner Meeting - Panel (Marc Solomon, Mauricio J. Alvarez, Michael DeSiato & Richard Becker) - Business Exit Planning: How to Successfully Exit Your Business
|
| April 14, 2017 |
Board Meeting
|
| February 21, 2017 |
Dinner Meeting - Turney Berry - Charitable Gifts of Business Interests
Turney Berry |
| February 17, 2017 |
Board Meeting
|
| January 20, 2017 |
Board Meeting
|
| January 17, 2017 |
Cocktails Meeting - Josh Rubenstein - Planning for Life After Death: The Laws of Succession vs. The New Biology
Josh Rubenstein |
| December 6, 2016 |
HOLIDAY PARTY
|
| December 2, 2016 |
Board Meeting
|
| November 15, 2016 |
Dinner Meeting - Stephanie Loomis-Price and Tim Bronza - Why the Estate Planner Should Bring a Quality Appraiser to the Dance
Stephanie Loomis-Price and Tim Bronza |
| November 11, 2016 |
Board Meeting
|
| October 18, 2016 |
Dinner Meeting - Michelle Graham - Tax Planning for Foreign Nationals With Assets In The US
Michelle Graham |
| October 14, 2016 |
Board Meeting
|
| September 14, 2016 |
New Member Cocktail Reception
|
| September 1, 2016 |
Board Meeting
|
| July 22, 2016 |
Board Meeting
|
| June 18, 2016 |
2016 End of the Season Event - Sponsors Only
|
| June 18, 2016 |
2016 End of the Season Event
|
| June 10, 2016 |
Board Meeting
|
| May 4, 2016 |
Membership Luncheon
|
| April 19, 2016 |
Dinner Meeting - Carlyn McCaffrey - Tax and Estate Planning for Divorce
Carlyn S. McCaffrey |
| April 8, 2016 |
Board Meeting
|
| March 8, 2016 |
Membership Luncheon
|
| February 16, 2016 |
Dinner Meeting - Gideon Rothschild - Estate Planning Through an Asset Protection Lens
Gideon Rothschild |
| February 12, 2016 |
Board Meeting
|
| January 19, 2016 |
Dinner Meeting - Kirby Rosplock - Family Office Succession Planning
Kirby Rosplock, PhD |
| January 8, 2016 |
Board Meeting
|
| December 9, 2015 |
Holiday Party
|
| December 2, 2015 |
Membership Luncheon
|
| November 17, 2015 |
Dinner Meeting - Dennis Stessman - Life Insurance
Dennis Stessman |
| November 13, 2015 |
Board of Directors Meeting
|
| October 20, 2015 |
Dinner Meeting - Marty Basson - “Both Sides Now": A view of the IRS’s Audit Process and Trends from the Perspective of both the IRS and Taxpayer
Marty Basson |
| October 16, 2015 |
Board of Directors Meeting
|
| September 16, 2015 |
New Member Cocktail Reception
None |
| September 11, 2015 |
Board of Directors Meeting
|
| June 6, 2015 |
FINAL REGISTRATION OPPORTUNITY
|
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