Community Foundation, FAU Foundation and United Way of Palm Beach County Partner for Inaugural Wealth & Estate Planning Seminar

BOCA RATON, Fla., Sept. 24 — The Community Foundation for Palm Beach and Martin Counties issued the following news release:

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.

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