Panel Discussion Dinner Meeting - Estate Planning in a High Interest Rate Environment

Date: Tuesday, March 14, 2023
Time: 5:30pm - 7:30pm
Location: The National Croquet Center
Speaker: Panel Discussion

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Registration for this event is now closed. Please contact ECEPC Administrator Jaci Farina at ecepc2@gmail.com to be placed on the waitlist. Thank you for your support!

The East Coast Estate Planning Council
Panel Discussion Dinner Event

March 14, 2023
5:30 P.M. to 7:30 P.M.

National Croquet Center
700 Florida Mango Road
West Palm Beach, FL 33406

  

Panelists:

Halsey O. Schreier, JD, LL.M.
CIBC Private Wealth

Chris Losquadro, MBA, CPRES
Quantum Realty Advisors, Inc.

Matthew J. Scheer, JD, LL.M.
Gunster

Moderated by:

Erin Marie Wallace
Gurr Johns, Inc.

Topic:
Estate Planning in a High Interest Rate Environment

Join us to learn more about how this changing environment affects estate planning and the techniques practitioners should utilize to adapt. The panel will discuss strategies that offer new and different planning opportunities for clients from a legal, financial and real estate perspective. 

 

Generously Sponsored By:
 

 

 

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