Next Meeting:
Wednesday, November 8, 2023
Slicing and Dicing Fiduciary Duties and Responsibilities Through Directed Trusts
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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
See Event Details
November 8, 2023
January 11, 2024
CCEPC Holiday Party
N/A
February 15, 2024
Estate Planning For The 99% Of Us & Past Presidents Dinner
Jordon Rosen, CPA, MST, AEP- National Association of Estate Planners & Councils
March 14, 2024
Lunch & Learn: What's New In My Shop
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