Dinner Meeting: Year-End Planning for High Net Worth Clients: Advanced Techniques

Date: Thursday, November 13, 2025
Time: 5:30pm - 8:00pm
Location: Citrus Club of Orlando (255 S Orange Ave, Suite 1800, Orlando, FL 32801)
Speaker: Ted Nappi

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Ted is a partner in the Withum's Private Client Services Practice and has more than 35 years of professional accounting experience. He is a licensed certified public accountant in the states of Florida, New Jersey, and New York, and he has earned the professional designations of personal financial specialist (PFS) from the American Institute of Certified Public Accountants (AICPA), as well as certified specialist in estate planning (CSEP) from the National Institute of Excellence in Professional Education, LLC. Ted specializes in the area of estate, trust and high-net worth individuals services, including residency establishment. 

Ted participates in continuing professional education (CPE) and provides presentations and articles in the specialized areas of estate planning, retirement planning and business planning. He resides in Singer Island, Florida and Colts Neck, New Jersey. 

*Note: Continuing education is provided for Attorneys (CLE), Certified Financial Planners (CFP), Certified Trust and Fiduciary Advisors (CTFA), and Certified Public Accountants (CPA). CE is only available for members.

 

Thank You to our 5 Minute Sponsor Ashar Group

       

 

Thank You to our November Dinner Sponsors https://trivergenttrust.com/ and https://www.deanmead.com/ 

Trivergent Trust | Wealth Management ...

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