The East Coast Estate Planning Council is proud to recognize our 2024 - 2025 Director, Ivan Shegota, CTFA, AEP?? with Coral Gables Trust. Ivan is a Senior Relationship Management and Senior Wealth Advisor for Coral Gables Trust and has a demonstrated history of working in the financial services industry. Thank you for your service to the Council.
关于我们
The East Coast Estate Planning Council is a multi-disciplined organization that supports the team concept of estate planning. We admit to membership attorneys, trust officers, accountants, insurance, wealth and financial planners, planned giving professionals, and allied professionals. This page is intended to help our members stay in touch with the Council's events. The East Coast Estate Planning Council hosts meetings and roundtable discussions that provide our members with opportunities for learning and networking. We help members stay abreast of the latest developments in the always changing estate planning field. We also provide avenues for members to promote their practices to fellow professionals and the community at large. Our members can enhance their skills and expand their professional presence through: - Educational presentations, which may include CE credits - Networking with fellow PBCEPC members and professionals from other organizations - Exchanging estate planning best practices and new ideas - Cost-efficient promotional resources
- 网站
-
https://www.eastcoastepc.org
East Coast Estate Planning Council的外部链接
- 所属行业
- 非盈利组织
- 规模
- 51-200 人
- 总部
- West Palm Beach，FL
- 类型
- 非营利机构
- 创立
- 1979
- 领域
- Estate Planning、Trust & Estates和Financial Planning
地点
-
主要
获取路线
3040 Lake Shore Drive
US，FL，West Palm Beach
East Coast Estate Planning Council员工
动态
-
The East Coast Estate Planning Council is proud to recognize our 2024 - 2025 Director, Lilach Fisher of EisnerAmper. Lilach is the Tax Director of Private Client Services at EisnerAmper, providing specializes tax services to high net worth clients. Thank you for your service to the Council.
-
-
The East Coast Estate Planning Council is proud to recognize our 2024 - 2025 2nd Vice President, Chris Losquadro, MBA, CPRES with Quantum Realty Advisors, Inc. As a senior real estate advisor, Chris specializes in the management and sale of trust and estate-owned properties. His team excels in collaborating with a wide range of professionals, including personal representatives, trust and estate attorneys, corporate trustees, fiduciaries, and other professional advisors. Their approach ensures that trust and estate real estate holdings are handled with the utmost care and proficiency. Thank you for your service to the Council.
-
-
Please join the East Coast Estate Planning Council for our upcoming Holiday Reception on December 12th at 5:30 PM. This annual social event is being held at The Cove Club which is located along North Flagler Drive in West Palm Beach. For more information and to register, please visit: https://lnkd.in/e5KKg9Pa Special thanks to Fiduciary Trust International for sponsoring this Council event.
-
-
The East Coast Estate Planning Council is proud to recognize our 2024 - 2025 Secretary, Erin Marie Wallace with Gurr Johns. Erin Marie is a fine art specialist who brings extensive experience researching, valuating, cataloging and selling fine and decorative arts. Thank you for your service to the Council.
-
-
Last night the East Coast Estate Planning Council held it's November dinner meeting which featured an informative panel discussion on Exit Planning featuring Joseph Gitto, CFP?CEPA,CSA, Dale Hersey, and Kevin Elwell, CPA. Special thank you to our sponsors: ? BDO - Martin Cass ? MPI - Roy H. Meyers, CFA, ASA ? Aon - Joseph Young Our next Council event is a Holiday Reception on December 12th at The Cove Club in West Palm Beach.
-
-
The East Coast Estate Planning Council is proud to recognize our 2024 - 2025 Immediate Past President, Karolina Bednarska, CFP?, AEP? with CIBC Private Wealth US. Karolina is a?senior vice president representing?CIBC?Private Wealth in Florida, with more than 20 years of industry experience. In this role, she fosters new and existing relationships with high net-worth clients, family offices, foundations, endowments and key intermediaries. Thank you for your service to the Council.
-
-
Join the East Coast Estate Planning Council for our upcoming event on November 6, 2024 at Okeechobee Steakhouse. The evening's presentation will be an Exit Planning Panel Discussion featuring panelists Joseph Gitto and Dale Hersey, and moderated by Kevin Elwell. For more details and to register, please visit: https://lnkd.in/eGiiyJ_W This Council event is generously sponsored by: ? BDO - Martin Cass ? MPI - Roy H. Meyers, CFA, ASA ? AON - Joseph Young
-
-
The East Coast Estate Planning Council is proud to recognize our 2024 - 2025 Treasurer, Joseph Gitto, CFP?CEPA,CSA with Blue Sky Exit Planning. Joseph Gitto is an accomplished senior Finance, Sales and Operational Executive, Entrepreneur, Coach, Thought Leader, and Board Member with more than 25 years of success in various industries. Thank you for your service to the Council.
-