Speaker Dinner Meeting
Date: Wednesday, November 5, 2025
Time: 5:30pm - 7:30pm
Location: Okeechobee Steakhouse - Prime Event Hall
Speaker: Speaker Panel Discussion
Registration for this event is now closed. Please contact ecepc2@gmail.com to be placed on the waitlist. Thank you for your support!
The East Coast Estate Planning Council
Speaker Dinner Meeting
November 5, 2025
5:30 P.M. to 7:30 P.M.
Okeechobee Steakhouse - Prime Event Hall
2888 Shawnee Avenue
West Palm Beach, FL 33409
Topic
Private & Alternative Investments for
High-Net-Worth Clients
Moderator
Michael Schiff, J.D., AEP, TEP
Klingenstein Fields Advisors
Panelists
Paul D. Blatz, CFA
FineMark National Bank & Trust
Adam Kosoy
Sterling Global Financial
Luis Miranda, CFA
Truist Wealth
***Please register by October 29th***
Generously sponsored by:
Diamond Sponsor
Platinum Sponsor
