| Who is eligible to join? |
| Please click on the following link to view the qualifications for membership:
Click Here For Membership Qualification.
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| What are some of the common topics presented by the speakers at the dinner meetings? |
| Some typical topics have included:
1. Current estate and gift tax issues
2. What's new in the markets/economic discussion
3. Charitable planning
4. Current fiduciary administration issues
5. Income tax and retirement planning.
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| How do I obtain a membership application?
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| Please click the following link: Download Application. Alternatively, you may contact our Executive Secretary, Sylvia Tausk, at (561) 367-0722 or via email at stausk@wiesenthal.net.
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| What are the benefits of membership? |
| Members get an opportunity to network among their peers in the estate planning field. Membership includes the cost of your meals for the five dinner meetings. At each dinner meeting we feature a speaker on an educational topic relating to some facet of estate planning. In addition, your support of our organization provides financial contributions to local educational institutions. |
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| How do I contact you?
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| You may contact any Board member or any member of the organization by email, utilizing the Members Directory. In addition, you may reach us by contacting our Executive Secretary, Sylvia Tausk, at (561) 367-0722 during normal business hours, at the Simon Wiesenthal Center, 2300 Glades Road, Ste. 308E, Boca Raton, FL 33431, or via e-mail at stausk@wiesenthal.net.
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| Where are the meetings held? |
| Normally we meet at Woodfield Country Club, at the corner of Yamato Road, and Jog/Powerline Road,
Boca Raton, FL. |
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| How much does it cost to become a member?
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| Effective September 1, 2008 the cost of membership is $275 per annum.
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| How are membership dues used? |
| The membership dues are used to cover the cost of the meals and administrative costs of the organization. In addition, we proudly support local educational institutions (high schools, colleges and universities) in the Greater Boca Raton area for their business and financial resource centers and libraries. |
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| What is the cost for a guest to attend a dinner meeting?
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| Guests are welcome to attend a maximum of two dinners per year, at a charge of $65 each. Please make your check payable to: GBREPC. Guests must make a prior reservation by calling Sylvia Tausk at 561-367-0722 or via e-mail at stausk@wiesenthal.net, in order to be on the gate list for the Woodfield Country Club.
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