We Love Our Clients
Getting to know our clients doesn't always mean questions and forms and appointments. We enjoy the time we get to spend with our clients and their families outside of the office, and look forward to each and every event.

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.

5th Annual Wine Tasting at Grande's Bella Cucina with Tenuta Torciano Winery in Italy
February 7th, 2019

Beach Bash Annual Client Event
May 12th, 2015

4th Annual Wine Tasting at Grande's Bella Cucina with Tenuta Torciano Winery in Italy
April 30th, 2018