Palm Beach County Estate Planning Council
Mr. Hein had the pleasure to speak at the Palm Beach County Estate Planning Council's first roundtable breakfast on Ocotober 6th 2022 at the North Palm Beach County Club.
The panel discussion topic was "An Estate Planning team's approach for clients that can't care for themselves and the inclusion of a Care Coordinator".
The panelists and moderator included:
• Andrea Albertini
• Darren Mills, Esq., CPA, ChFC, CLU, TEP
• Steve Hein, J.D., M.B.A., C.P.A., L.L.M, PFS, CFP®
• Anthony Pace
Thank you to the Palm Beach County Estate Planning Council for having me and the Horizon Care Services Inc. for sponsoring this event.
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