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.
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.
February 7th, 2019
May 12th, 2015
April 30th, 2018