Thursday, September 15, 2011
5:30-7:30pm

Networking Cocktail Reception at the Norton Museum of Art
Jointly held with East Coast Estate Planning Council

Location: Norton Museum of Art
1451 S. Olive Ave., West Palm Beach
(561) 832-5196

Sponsor: Robert Silvani, RS Funds
Hosted by the Norton Museum of Art

Tuesday, October 11, 2011
8:00-10:00am

Speaker: Marc E. Seaverson, Bernstein Global Wealth Management

Topic: "Smarter Giving Opportunities"

Location: West Palm Beach Marriot
1001 Okeechobee Blvd., West Palm Beach
(561) 833-1234

Sponsor: Bernstein Global Wealth Management

Tuesday, November 8, 2011
8:00-10:00am

Speaker: Scott Janney, EdD, CFRE, RFC, Executive Director of Planned Giving, Villanova University

Topic: “Send Your Inheritance Tax to Charity with a Lead Trust”

Location: West Palm Beach Marriott
1001 Okeechobee Blvd., West Palm Beach
(561) 833-1234

Tuesday, January 10, 2012
8:00-10:00am

Speaker: Steven L. Meyers, PhD, Vice President, Center for Personalized Philanthropy, American Committee for the Weizmann Institute of Science

Topic: "Personalized Philanthropy: Creating a Lasting Legacy that Begins Now"

Location: West Palm Beach Marriott
1001 Okeechobee Blvd., West Palm Beach
(561) 833-1234

Tuesday, February 14, 2012
8:00-10:00am

Speaker: Richard Comiter JD & Andrew Comiter JD

Topic: "Intergenerational Philanthropy"

Location: West Palm Beach Marriott
1001 Okeechobee Blvd., West Palm Beach
(561) 833-1234

Tuesday, March 13, 2012
8:00-10:00am

Annual Meeting

Speaker: Jeffrey Smith, CPA, CFP

Topic: "The Philosophy of Abundance"

Location: West Palm Beach Marriott
1001 Okeechobee Blvd., West Palm Beach
(561) 833-1234

Thursday, April 19, 2012
5:30-8:00pm

Joint Meeting with East Coast Estate Planning Council

Speaker: Ramsay H. Slugg, JD, Wealth Strategist, US Trust

Topic: "Giving in Times of Uncertainty-an Update"

Location: TBD

Cocktail reception with heavy hors d’oeuvres

Tuesday, May 8, 2012
8:00-10:00am

Speaker: TBD


Location: West Palm Beach Marriott
1001 Okeechobee Blvd., West Palm Beach
(561) 833-1234