PALM BEACH COUNTY ESTATE PLANNING COUNCIL

PLEASE NOTE CHANGE IN VENUE TO THE COUNTRY CLUB AT MIRASOL

Kimberly Shaw Elliott, JD, LLM, MBA

Responsibilities:
Kim helps investment advisors successfully navigate the complex rules founded in ERISA/employee benefits, securities law, broker dealer regulation and tax. She defines IFPs risk management strategies for retirement programs, provides thought leadership and training, and delivers solutions-based guidance to support IFP’s advisory business. She also serves as the firm’s ERISA counsel.

Career Before IFP:
As a lawyer in private practice, Kim represented broker dealers, investment advisers, insurance companies and others nationwide, with a focus on fiduciary responsibility. She worked many years for industry-leading financial services companies as lead counsel and as an executive, presenting actionable plans and guidance for compliant sales, operations, product development, customer service and advisors’ need for results.

Education:
Kim is a three-time graduate of Washington University in St. Louis, having earned her JD, LLM Taxation, and executive MBA there. Her bachelor’s degree in Mass Communication – Radio Television was awarded by Southern Illinois University at Edwardsville. Kim holds the Fellow, Life Management Institute designation, was named President Emeritus of the Association of Corporate Counsel (St. Louis), chaired the Employee Benefits Committee of the Missouri Bar and is a frequent speaker at national conferences and writer about ERISA and securities topics.Kimberly Shaw Elliott, JD, LLM, MBA

Palm Beach County Estate Planning Council appreciates the support of
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