November Roundtable Discussion Breakfast - Tales from the Trenches
The Palm Beach County Estate Planning Council invites
2022-23 dues current members to:
Roundtable Discussion Breakfast
Tuesday, November 15, 2022
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:
Matthew Thibaut, Esq.
Haselkorn & Thibaut, P.A.
Investment Loss Recovery Group
and
Nathan Flah, MSF
Flah & Company
Topic:
"Tales from the Trenches"
Shocking tales from the trenches! Come listen and learn about how recent real-life client relationships that involved insurance, tax and financial planning all converged and morphed into a legal proceeding. This will be an interactive participation roundtable where the presenters will talk and engage members about real life cases and outcomes! That’s right – no sleepy PowerPoint slides. Bring questions and receive answers! You will certainly know more before you walk out the door!
Generously sponsored by: