March 16, 2023 Workshop + Dinner Meeting
JOIN US!!!
DATE: Thursday, March 16, 2023
LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131
Workshop – 5:30 – 6:20 p.m.
"Private Split Dollar Life Insurance 2022 Update"
Presented by:
R. MARSHALL JONES
JD, AEP®, CLU®,
ChFC®, CAP®, FLMI
PRINCIPAL
Cocktails and Dinner- 6:30 – 8:15 p.m.
"Domestications to the Unites States"
Presented by:
Rebecca Lasky
Associate
This Workshop & Dinner Meeting is generously sponsored by:
The workshop and dinner sessions have applied for 1 hour of continuing education credit
for each session in the following disciplines:
CLE (Legal), CFP® (Certified Financial Planners) and CPE(Accountancy)
Please send your RSVP so that we may guarantee dinner accommodations for you and your guests. Be sure to include your food preference: chicken, fish or vegetarian.
Please RSVP at https://www.epcmiami.org/events/event/22803
The guest fee for this meeting is $100. You may prepay by credit card or you may pay by credit card or check at the door (make your check payable to the Estate Planning Council). As a guest, if you decide to become a member of our organization within 45 days of this meeting, the $100 will be credited toward the fee for any membership.
Membership dues include the cost of all dinners.
Thanks to our annual sponsors!!!
PLATINUM SPONSORS
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GOLD SPONSORS
