National Estate Planning Awareness Week Event
Join us as the Palm Beach County Estate Planning Council Celebrates
National Estate Planning Awareness Week
Extraordinary Charities
2635 Old Okeechobee Road
West Palm Beach, FL 33409
October 19, 2023
11:30 AM to 12:00 PM - Networking & Lunch
12:00 PM to 1:00 PM - Presentation & Panel Discussion
Event Lineup:
"Securing Legacies, Fueling Impact: Unveiling Estate Planning Essentials and Charitable Giving Strategies"
Panel Discussion featuring:
Sarah Gaymon
Berkowitz Pollack Brant Advisors + CPAs
Darren Mills
The Markarian Group
Mary Katherine Morales
Community Foundation for Palm Beach and Martin Counties
Steven Trend
Prudential Financial
Moderated by:
Domenick Macri
Macri Associates Consulting
A special thank you to Joseph Hosler and the team at Auour Investments for generously sponsoring this important event!
A special thank you to Sarah Gaymon and the team at NABA for generously sponsoring this important event!