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  • Exit Planning Exchange
Exit Planning Exchange
Jan
16

XPX South Florida: Charitable Giving in Business Exits

Details

Date & Time

Tue, Jan 16th, 2024 ⋅ 7:45am - 9:00am (EDT)

Location

Raymond James 1 Town Center Road, 10th Floor Boca Raton, FL 33486

Tickets

Non-Members
$45.00
Non-Members Same Day/Walk-In Fee
$55.00
South Florida Members
$30.00
South Florida Members Same Day/Walk-In Fee
$40.00
XPX Members from Other Chapters
$35.00
XPX Members from Other Chapters Same Day/Walk-In Fee
$45.00
Guests

Registrants

2 people attended
JG
Christine Mills of Raymond James is a member of XPX South Florida

Education & Networking.


Our Speakers:

Grace Ayub
Senior Charitable Planning Consultant
Raymond James Trust

Grace Ayub is a senior charitable planning consultant for Raymond James Trust. She’s been with Raymond James for over 10 years, joining the RJ Trust team in 2021. In her current role, she focuses on educating advisors and clients on donor advised funds and other charitable giving strategies, as well as on operational and administrative enhancements for RJ Charitable.

Kirsten Stephenson
President
The National Society of Arts and Letters

Kirsten Stephenson serves as the National Society of Arts and Letters (NSAL) president and served as the past president of Boca Raton Historical Society. Stephenson is well-known in the South Florida philanthropic community for her exceptional leadership and innovative fundraising initiatives. She has served NSAL as an executive board member for many years, providing the organization with creative new programs and chairing key events including the 2022 Star Maker Awards Gala.


Registration Fees:

South Florida Members – $30.00
South Florida Members Same Day/Walk-in Registration– $40.00

XPX Members from other Chapters – $35.00
XPX Members from other Chapters Same Day/Walk-in Registration – $45.00

Non-Members – $45.00
Non-Members Same Day/Walk-in Registration – $55.00

Includes light breakfast and beverages.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.



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Guests
Registrant lists may take up to 24 hours to update on Events pages.
JG
Jaime Goldman
Guerra Tax and Wealth Planning, PA
Christine Mills of Raymond James is a member of XPX South Florida
Christine Mills
Raymond James