Next Meeting:
Thursday, January 23, 2025
Coral Gables EPC Happy Hour Sponsored by Seacoast National Bank
Site Links:
January 23, 2025
See Event Details
February 6, 2025
February CGEPC Breakfast Meeting: Jane Ditelberg: Lesser used tools and planning strategies.
Jane Ditelberg, Director of Tax Planning at Northern Trust, Moderated by Giselle M. Hugues, Snr. Fiduciary Officer at Northern Trust
March 6, 2025
March CGEPC Dinner Meeting: Jennifer J. Wioncek, TEP
Jennifer J. Wioncek, TEP, Practice Group Leader, Tax & Private Wealth
April 3, 2025
April CGEPC Breakfast Meeting: Melissa Barnhardt, The changing landscape of planning for people living with diverse abilities.
Melissa L. Barnhardt, Fiduciary Leader at Inspire Trust
See Full Calendar