Week of January 3, 2013
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BUSINESS Thursday 1/3 DINNER MEETINGThe Estate Planning Council of Greater Miami hosts a dinner meeting and workshop on "Directed Trusts: Grantors' Desires and Trustees' Dilemmas," by Joan Crain, senior director of BNY Mellon Wealth Management. Also featuring a presentation on "Balancing the Objectives of Grantors and Beneficiaries, Asset Location, and Portfolio Construction," by Andrew Mehalko, president of AM Global Wealth Management. 5:30-6:30 p.m. workshop. 6:30-8:30 dinner/meeting. Bankers Club, Two S Biscayne Blvd., Miami. Free for members. $65 others. Details: rsvp@epcmiami.org or www.epcmiami.org. Tuesday 1/8 BUSINESS REFERRALThe Business Referral Group hosts a luncheon networking event featuring Dominic Lamberti, president of Padgett Business Services, speaking on getting your business financial house in order for the new year. Noon. Ana Capri Restaurant, 2530 Ponce De Leon, Coral Gables. Free for first time prospective members. Details: (786) 268-2779 or (305) 525-6742 or www.businessreferralgroup.org. Wednesday 1/9 TRUSTEE LUNCHEONThe Greater Miami Chamber of Commerce hosts a Trustee Luncheon featuring nationally acclaimed pollster John Zogby addressing chamber members with a keynote presentation "The Demographic Majority Now…and the Future." Also featured is Florida Department of Financial Service's chief financial officer Jeff Atwater. 11:45 a.m. registration. Noon luncheon and program. Jungle Island, 1111 Parrot Jungle Trail, Watson Island. $55 members before Jan. 4. $75 members after Jan. 4. $100 others. Details: (305) 577-5421 or spevents@miamichamber.com or www.miamichamber.com.
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