Agenda — Presentation, Q&A, Networking
The program will include four panelists, each addressing financial and estate planning from a different angle – A wealth strategist, estate attorney, financial advisor, and a CEO leading a second-generation business.
Date:
Thursday, April 30, 2026 / 8:00 am – 10:00 am ET
Thursday, April 30, 2026 / 8:00 am – 10:00 am ET
eventbrite.com/e/1985249928979
For more information about this event, please click the registration link above.
Riad Shanawany, CEO, Myriad Capital / Ft. Lauderdale — Riad Shanawany has been in the financial services industry for over 26 years, serving hundreds of clients throughout the state of Florida & nationwide. His expertise is in Asset Management Strategy and Investment Planning. Riad advises on both business and private wealth management. The firm strives for multi-generational planning and think of generations, not quarters.
Dan Harris, Partner, Shuffield, Lowman & Wilson, P.A. / Orlando, FL — Dan practices in the areas of complex estate planning, probate, corporate law, high net worth family planning, tax planning, charitable planning, and non-profit law. He focuses on helping clients identify personal and business succession goals for their family, then creates an integrated estate and business plan to achieve those goals. Dan also has extensive experience working with high net worth families to create Florida Family Trust Companies.
Russell Slappey, CEO, Nperspective CFO & Strategic Services / Winter Park, FL — Russell Slappey is responsible for overseeing the Florida market. He combines over 20 years of experience in Accounting, Information Systems and Taxation. He takes a hands-on, roll-up-your-sleeves approach in working with business owners both large and small. Since founding Nperspective, he has provided solutions for clients in healthcare, manufacturing, construction, distribution, real estate, retail, and internet based companies.
Jason Flanzbaum, CEO, Boca Bearings / Boynton Beach, FL — As President of Boca Bearing Company, a family-owned business specializing in ceramic bearings for various industries and applications, Jason has over 21 years of experience leading the company’s goals and strategies, overseeing budgets and resources, and ensuring accountability to partners. Today, Boca Bearing is the industry leader in Ceramic Bearings and is one of the most trusted names in ceramic bearing and lubrication technology.
