Meeting #4: Estate Planning with New Tax Law TCJA

Date: Tuesday, March 5, 2019
Time: 5:00pm - 7:30pm
Location: Hotel DuPont - DuBarry Room
Speaker: David Kirk


RSVP BY:  Noon - Friday, March 1, 2019

Guests:  Payment of $75 due on or before event



  • Accounting:  Santora Group CPA
  • Legal:  Morris Nichols Arsht & Tunnell
  • Financial:  BNY Mellon Wealth Management
  • Other:  Brown & Brown Private Client Group



  • Cocktails  5:00 pm to 5:45 pm
  • Dinner  5:45 pm to 6:30 pm
  • Speaker  6:30 pm to 7:30 pm



Spring Mix, Romaine, Carrots, Dried Crabberries, Pecans, Tomatoes with Sherry Vinaigrette

Grilled Salmon, Sauteed Kale, Pine Nuts, Oregano Cream Sauce

Vegetarian Option:  Gocce Spinach Pasta Stuffed wtih Four Cheeses, Roasted Peppers and Garlic, Olive Oil

Dessert:  Chocolate and Rum Tiramisu with Mocha Anglaise

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