Links

October 12, 2023

Secure Act 1.0 and 2.0: What Estate Planners Need to Know

Peter Moshang- Brown Brothers Harriman & Thomas Hiscott, Esq- Heckscher, Teillon, Terrill & Sager, PC

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November 8, 2023

Slicing and Dicing Fiduciary Duties and Responsibilities Through Directed Trusts

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January 11, 2024

CCEPC Holiday Party

N/A

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February 15, 2024

Estate Planning For The 99% Of Us & Past Presidents Dinner

Jordon Rosen, CPA, MST, AEP- National Association of Estate Planners & Councils

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March 14, 2024

Lunch & Learn: What's New In My Shop

N/A

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