Fortitude Investment Group <br> Tommy Thompson <br> 561-444-3371

April Speaker Dinner Meeting - Jeremiah W. Doyle, IV

Date: Tuesday, April 9, 2024
Time: 5:30pm - 7:30pm
Location: North Palm Beach Country Club
Speaker: Jeremiah W. Doyle, IV, JD, LL.M.

Add to My Outlook Calendar

Add to My Google Calendar

Registration for this event is now closed. Please contact PBCEPC Administrator Jaci Farina at admin@pbcepc.org to be added to the waitlist. Thank you for your support!

The Palm Beach County Estate Planning Council 

April 9, 2024
Speaker Dinner Meeting

North Palm Beach Country Club
951 US Highway 1
North Palm Beach, FL 33408

5:30 PM Cocktails and Networking
6:00 PM Presentation

Speaker:
Jeremiah W. Doyle, IV, JD, LL.M.
Estate Planning Strategist, BNY Mellon Wealth Management
Senior Vice President, BNY Mellon

Topic:
Estate Planning with GRATs

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on how to hold, manage, and transfer their wealth in a tax efficient manner.

Generously sponsored by:

Diamond Sponsor

 

Platinum Sponsor

 

See Upcoming Event Calendar