Next Meeting:
Thursday, September 15, 2022
Top 10 Challenges of Sudden Wealth
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September 15, 2022
Michael Karwic, CFP, AEP, CRPC, CeFT- Third Eye Associates
See Event Details
October 13, 2022
Dealing With Difficult Clients Panel
Mathew Gilbert, Esq.- Gadsden Schneider & Woodward, Denise Wine- Morgan Stanley Wealth Management, Robert Burke, Esq.- MacElree Harvey, Ed Fronczkowski, CPA- Maillie, Kevin Hott, CFP- Truist
January 19, 2023
CCEPC Holiday Party
N/A
February 23, 2023
Senior Safe: Preventing Elder Financial Abuse & Past Presidents' Dinner
Katrina Boyer & Christina Kotsalos- PA Department of Banking & Securities
See Full Calendar
