Boca Raton, FL – September 24, 2014 - The Community Foundation for Palm Beach and Martin Counties, the Florida Atlantic University Foundation and United Way of Palm Beach County have joined forces to introduce an exciting new program: the Palm Beach County Wealth & Estate Planning Seminar, to take place Wednesday, November 5, 2014 at Florida Atlantic University (FAU) in Boca Raton, Florida. More than 200 wealth management professionals are expected to attend.
The seminar features Natalie Choate who will present: “Estate and Distribution Planning for Retirement Benefits, the 201 Best and Worst Planning Ideas and Case Studies.” Ms. Choate is of counsel in the trusts and estates department of Nutter in Boston and is a nationally renowned speaker and author of Life and Death Planning for Retirement Benefits and The QPRT Manual.
Kathi Barnhart, Senior Vice President and Wealth Advisor with BB&T, the seminar’s lead sponsor stated, “I was excited to join this inaugural committee and BB&T Wealth is proud to be the seminar’s first Diamond Sponsor. This is a real win-win. We will hear from an outstanding national speaker and advisors will have the opportunity to exchange ideas during the post-presentation reception.”
The seminar brings the latest and best strategies in estate planning to Palm Beach County attorneys, accountants, insurance and wealth advisors. The seminar also provides a forum for professionals to interact and share skills. “We sensed that a program like this was needed in our county,” offered Lanny Marks, this year’s seminar chair. “When we proposed the idea, our professional community responded very enthusiastically.”
The PBC Wealth & Estate Planning Seminar program begins at 4:00 p.m. in the FAU Office Depot Lecture Hall. Two continuing education credits will be offered. The program is followed by a cocktail reception in the Sean Stein Pavilion at the FAU College of Business. The event is expected to sell out and tickets must be purchased in advance.
“Every estate planning professional can benefit from learning new and different ways to help their clients fulfill life and legacy plans,” said Richard Newman of Life Audit Professionals. “These conversations are so important to us as professionals. I encourage advisors to join us, and to add Natalie Choate’s strategies to their toolboxes.”
Lead sponsors for the event are BB & T Wealth (Diamond), Life Audit Professionals and Regions Private Wealth Management (Ruby), Greenberg Traurig (Emerald), and the following Sapphire sponsors: Bessemer Trust Company of Florida; BNY Mellon; Brinkley Morgan; Broad and Cassel; Chapin, Ballerano & Cheslak; Coral Gables Trust; Duane Morris LLP; Gutter Chaves Josepher Rubin Forman Fleisher Miller, P.A.; Katz Baskies; Kaufman Rossin & Co.; Morrison, Brown, Argiz & Farra; Proskauer; Seacoast Wealth Management; Shutts & Bowen; U.S. Trust; Valuation Services, Inc.; Wells Fargo Private Bank and Willamette Management Associates.
“Regions Private Wealth Management is proud to help make this inaugural event happen,” offered Terisa Heine, Vice President and Trust Advisor. “We look forward to an informative and fun seminar.”
About the United Way of Palm Beach County
For more than 85 years, United Way of Palm Beach County has been dedicated to improving lives and advancing the common good in our community. Funded by the generosity of donors and volunteers, United Way strategically invests in crucial efforts and programs that support the building blocks for a good life – education, financial stability and health. We work on a local level to help provide lasting solutions to the root causes of our county’s social issues, from promoting access to education and healthcare to ending hunger and homelessness. To learn more on how to GIVE, ADVOCATE or VOLUNTEER for the local United Way, call 561.375.6600 or visit www.UnitedWayPBC.org. Like the United Way on Facebook and follow on Twitter.
About the Community Foundation for Palm Beach and Martin Counties
The Community Foundation for Palm Beach and Martin Counties is one of Florida’s largest community foundations. The nonprofit organization has invested more than $110 million in grants and scholarships over its 40-year history. At its core, the Community Foundation is an organization created with gifts from generous people committed to local causes. For donors, the Foundation serves as a philanthropic advisor. For the community, the Foundation serves as a grant maker and a civic leader. Through the support of its donors and fundholders, the Foundation has been able to address some of the community’s most pressing needs, including hunger, housing and education. For more information, visit www.yourcommunityfoundation.org.
About the Florida Atlantic University Foundation
Florida Atlantic University, established in 1961, officially opened its doors in 1964 as the fifth public university in Florida. Today, the University, with an annual economic impact of $6.3 billion, serves more than 30,000 undergraduate and graduate students at sites throughout its six-county service region in southeast Florida. FAU’s world-class teaching and research faculty serves students through 10 colleges: the Dorothy F. Schmidt College of Arts and Letters, the College of Business, the College for Design and Social Inquiry, the College of Education, the College of Engineering and Computer Science, the Graduate College, the Harriet L. Wilkes Honors College, the Charles E. Schmidt College of Medicine, the Christine E. Lynn College of Nursing and the Charles E. Schmidt College of Science. FAU is ranked as a High Research Activity institution by the Carnegie Foundation for the Advancement of Teaching. The University is placing special focus on the rapid development of three signature themes – marine and coastal issues, biotechnology and contemporary societal challenges – which provide opportunities for faculty and students to build upon FAU’s existing strengths in research and scholarship. For more information, visit www.fau.edu.