Next Meeting:
Tuesday, June 4, 2024
Joint EPC Happy Hour with Six Local Councils
Site Links:
MEMBERSHIP Frances Sheehan,, Chair
PROGRAMS David Bloom, Chair
TECHNOLOGY Patrick Moran, Chair
SPONSORSHIPS Peter Bietz, Chair
HOLIDAY PARTY Donna Willis, Chair
June 4, 2024
See Event Details
September 10, 2024
Qualified Small Business Stock Planning
Joseph M Armstrong, Esq. of Offit Kurman
October 8, 2024
Chartable Planning
Cynthia Pritchard, CFRE, CSR - Wells Fargo Private Bank
November 12, 2024
Life Insurances Policies-What Strategies Make Sense? What To Do With Old Policies?
Michael DiFilippo, CLU, ChFC - 1847 Private Client Group
See Full Calendar
Join our Mailing List!