Educational Series for Attorneys, CPAs Offers First Virtual Program

5/21/2020

Probate and Pumpernickel participants listen to a presentation by Joan Crain, senior director and global family wealth strategist for BNY Mellon. Probate and Pumpernickel, the educational series for attorneys and CPAs, had its first virtual presentation Tuesday.

Fifty people registered for the webinar on the topic of “Retirement Plans and Divorce,” presented by Joan Crain, senior director and global family wealth strategist for BNY Mellon. Crain is a certified financial planner, certified trust and financial advisor and trust estate practitioner. BNY Mellon sponsored the webinar.

Typically, Probate and Pumpernickel luncheon programs occur monthly in Fort Lauderdale, West Palm Beach, Palm Beach Gardens, Naples and Sarasota, Florida, as well as Greenville, South Carolina. A breakfast program is scheduled monthly in Orlando. Some programming was canceled due to COVID-19. Lisa Aaron, the University’s coordinator of Probate and Pumpernickel, worked with BNY Mellon to offer content online.

The participants were appreciative.

“I very much enjoyed the presentation,” said CPA Dave S. Donten, a shareholder with the West Palm Beach firm Caler, Donten, Levine, Cohen, Porter & Veil, P.A. “I’m hoping to get together with your group soon.”

“It was very good,” added Brian McAvoy, an attorney and shareholder with Roetzel & Andress in Naples, Florida.

The Probate and Pumpernickel series strives to bring meaningful presentations on estate planning, taxation, elder law and other topics of interest to the professionals served. Attorneys and CPAs receive Continuing Legal Education credit for attending the programs.

The Titus Center for Franchising has also started offering web-based conferences on topics related to COVID-19. The most recent one featured a question-and-answer session with U.S. Sen. Marco Rubio about “Protecting Franchising & the American Dream.” The next one on May 26 will feature the Transworld Business Advisors CEO and president, who will explore “7 ½ Reasons to Buy a Business Now.” You can register for it here.

Photo: Probate and Pumpernickel participants listen to a presentation by Joan Crain, senior director and global family wealth strategist for BNY Mellon.