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February 15, 2018
CCEPC February Past President's Dinner: Donor Advised Funds, Charitable Trusts & Private Foundations: What’s Best for Your Charitably Minded Client?
Robert P. Wermuth, CLU, ChFC, Legacy Planning Partners, Beth Harper Briglia, CAP, ChesCo Community Foundation, Jacqueline Motyl, Esq., Fox Rothschild, Cindy VanAmburgh, CAP, Vanguard Charitable
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March 6, 2018
Coffee & Catch Up Discussion: What’s New In My Shop
March 22, 2018
Membership Drive Happy Hour
April 19, 2018
CCEPC April Dinner: The Renaissance of Single-Stock Concentration Risk Management
Tom Boczar Tom Boczar & Elizabeth Ostrander, CFA, Intelligent Edge Advisors, NYC
May 7, 2018
Lunch & Learn Discussion: What’s New In My Shop
May 17, 2018
CCEPC 2018 Annual Meeting & BBQ-Tee It Up Golf