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DTSTART:20251113T223000Z
DTEND:20251114T010000Z
LOCATION:Citrus Club of Orlando (255 S Orange Ave, Suite 1800, Orlando, FL 32801)
UID:2616620251113T223000ZDinner Meeting:  Year-End Planning for High Net Worth Clients:  Advanced Techniques
DTSTAMP:20260513T230344Z
DESCRIPTION:\nTed 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. \n \nTed 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. \n \n*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.\n \n \n \nThank You to our 5 Minute Sponsor [Ashar Group](https://ashargroup.com/)\n \n       \n \n \n \nThank You to our November Dinner Sponsors https://trivergenttrust.com/ and https://www.deanmead.com/ \n \n\n \n \n \n \n \n
SUMMARY:Dinner Meeting:  Year-End Planning for High Net Worth Clients:  Advanced Techniques - Central Florida Estate Planning Council, Inc. 
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