Next Meeting:
Wednesday, October 30, 2024
Beyond Taxes -The Challenges of Succession Planning for Family Businesses and the Impact on Estate Planning
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October 30, 2024
Tom Garrity
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November 19, 2024
Estate Planning for the 99% of Us
Jordon N. Rosen, CPA, MST, AEP®
February 20, 2025
Golf, Networking & AEP Designation
NAEPC
May 15, 2025
EPCLV Annual Meeting with Martin Shenkman Presenting
Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD
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