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October 21, 2021

Opening Reception and Season Kick-Off

N/A

November 11, 2021

Speaker Dinner Meeting - “Finding the Balance” Discussions with Multigenerational Family Members Regarding Wealth

David J. Herritt, J.D.

January 18, 2022

Joint Speaker Dinner Meeting with The Palm Beach County Estate Planning Council

Bruce A. Geiss

February 9, 2022

Joint Speaker Dinner Meeting with the Palm Beach Tax Institute

Mark Brown & Christopher Weeg

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