PRIME Professionals Group - March

Description

Professionals Over 40 March Session 

The Big Beautiful Bill and SECURE Act: Understanding the Impact on Your Retirement and Portfolio

Friday, March 6, 2026 | 8:30 AM to 10:00 AM

Hosted at: Boca Chamber Boardroom - Breakfast is provided!!

Sponsored by: Allegiance Health

About Speaker 

Michael Shapiro, the founding partner of Shapiro Partners and a Managing Director at Raymond James, is a graduate of The University of Florida. He completed both his Bachelor of Accounting and Masters of Accounting at the Fisher School of Accounting. Additionally, in 1989 he obtained his Juris Doctor of Law from the University of Florida Holland Law Center and is a member in good standing with the Florida Bar.

After practicing law for 9 years, Michael transitioned to the financial services industry. His career in wealth managementbegan with Smith Barney which was later acquired by Morgan Stanley. After 23 years, Michael along with his partner, Craig Lannaman, transitioned to Raymond James.

Michael has been recognized a by a number of publications such as Barron’s, Forbes, and Financial Times as a top Wealth Advisor.

He has brought a unique perspective to his clients as an Attorney and Accountant which enables him to view intergenerational wealth management and planning from many different perspectives as well as uniquely coordinate with clients’ CPAS, estate planning counsel and tax advisors.

About PRIME – Professionals Over 40

PRIME – Professionals Over 40 is the Boca Chamber’s monthly roundtable for established leaders navigating the pivotal “next chapters” of their careers. Held on the first Friday of each month from 8:30–10:00 AM in the Chamber Board Room, this program blends breakfast, facilitated discussion, and meaningful peer connection to help seasoned professionals deepen their leadership, expand their network, and stay inspired in Boca Raton and South Palm Beach County.