Joint Dinner with DEPC-Family Systems Theory with NAEPC National Speaker S. Mark Alton
Join CCEPC and DEPC colleagues for dinner and a presentation on Family Systems Theory: A Primer on the Emotional Process Governing Families of Wealth, by NAEPC National Speaker: S. Mark Alton CFP, ChFC, CLU, CAP, CPWA.
S. Mark Alton Bio:
Mark has been advising multi-generational families of wealth and family enterprises since 1991. He currently serves as President-Elect of NAEPC and past chair of its Advanced Estate Planning Strategies Conference and and the Multi-Disciplinary Teaming and Professional Collaboration Committees. He also currently chairs the Synergy Summit, a unique organization whose delegates come from the leadership of the major legal, accounting and financial service organizations in the country, including two sections within the ABA, two sections within the American Institute of Certified Public Accountants, the National Academy of Elder Law Attorneys, the National Association of Estate Planners & Councils, the Society of Financial Service Professionals, The American Association of Attorney-Certified Public Accountants, the Partnership for Philanthropic Planning, and the Society of Trust and Estate Practitioners.
Wilmington Country Club
4825 Kennett Pike, Wilmington, DE 19807