| April 24, 2025 |
Year-End Annual Meeting
St. Johns Rivership Co |
| April 1, 2025 |
Lunch & Learn: The ART of Planning
Christina Miner |
| March 13, 2025 |
Dinner Meeting: Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, J.D., LL.M., TEP, AEP®, CFP® |
| February 4, 2025 |
Lunch & Learn: Yours, Mine and Ours...Community Property Statute Briefing
Lea Anne Groover, JD, MBA, CFP®, CTFA |
| January 16, 2025 |
Dinner Meeting: The Secure (“Setting Every Community Up for Retirement Enhancement” OR “Sending Everyone Cowering Under Expectations") Act and Other Recent Developments in Estate Planning for Retirement Assets
Robert K. Kirkland |
| December 3, 2024 |
Lunch & Learn: 'Tis the Season…Charitable Giving
Phillip Henry |
| November 14, 2024 |
Dinner Meeting: Asset Protection: Keep It Simple Siobhan
Robert H. Bo Trudeau, Esq. |
| October 1, 2024 |
Lunch & Learn: The Corporate Transparency Act - Requirements and Implications for Attorneys and Fiduciaries.
Andrew Thompson |
| September 12, 2024 |
Dinner Meeting: Principal and Income - Understanding the Evolution of Florida’s Act and Planning for the Future
Jolyon D. Acosta, Esq. |
| August 28, 2024 |
Webinar: The Elegant Divorce
Lisa M. Cukier, JD |
| August 21, 2024 |
Season Kickoff: Cocktails & Connections
The Castle Irish Pub & Restaurant |
| July 17, 2024 |
Webinar: It’s Hard Getting Old: Helping Clients Keep Control of Their Lives and Money
Louis W. Pierro and Peter J. Strauss |
| June 26, 2024 |
NAEPC Webinar: A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know
Aquanetta J. Betts, JD, CAP, AEP, CFRE |
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