Join Us!

DATE: Tuesday, October 17, 2023

LOCATION: Hyatt Regency Miami
400 S. E. Second Avenue
Miami, Florida 33131

Workshop – 5:30 – 6:20 p.m.

“Generational Wealth and the Tools to Reduce the Risk of Family Feuds"

Presented by:

Samy Dwek - The Family Office Doctor

Cocktails and Dinner- 6:30 – 8:15 p.m.

“ESOPs for Estate Planning"

Presented by:

James Walrack - First American Bank and Will Stewart - PCE Investment Bankers

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/24402

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.

The Workshop and Dinner Presentation is generously sponsored by:

Thanks to our annual sponsors!!!

PLATINUM SPONSORS