October Roundtable Discussion Breakfast - Andrea Albertini & Darren Mills & Steven Hein
Registration for this event is now closed. Please contact the Administrator, Jaci Farina, at admin@pbcepc.org to be placed on the waitlist. Thank you for your support of the Council!
The Palm Beach County Estate Planning Council invites
2022-23 dues current members to the
Thursday, October 6, 2022
Roundtable Discussion Breakfast
North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408
7:30 AM Coffee and Networking
8:00 AM Presentation
Speakers:
Andrea Albertini, CEO
Horizon Care Services, Inc.
and
Darren Mills, J.D., CPA, ChFC, CLU, TEP, Tax & Elder Law Practice Group Chair
Kelleher+Holland, LLC
and
Steven Hein, CPA, J.D., MBA, LL.M, PFS, CFP®, Principal
Hein Wealth & Tax Solutions, LLC
Panel Discussion Topic:
An Estate Planning team’s approach for clients that
can’t care for themselves and the inclusion of a Care Coordinator.
Your client’s health is declining, and the family is out of state. What are the steps the estate planning team needs to take to ensure the individual is taken care of physically, mentally, and financially?
We will walk through various case studies to discuss important steps to take when your client can’t make decisions for themselves.
We will also discuss what planning should happen before a crisis to avoid last minute panic.
Generously sponsored by:
