| December 5, 2024 |
December Breakfast Meeting: Philip Herzberg: What impact will the 2024 elections have on your financial plan?
Philip Herzberg, Lead Financial Advisor at Team Hewins |
| December 10, 2024 |
EPC OF GREATER MIAMI/ FPA OF MIAMI/ CORAL GABLES - SOUTH DADE EPC/ CFA SOCIETY OF MIAMI - JOINT HOLIDAY EVENT
|
| December 11, 2024 |
NATIONAL EVENT:
NAEPC Webinar: 101 Tax Savings Ideas
Julie A. Welch, CPA/PFS, CFP®, AEP® (Distinguished) |
| January 23, 2025 |
Coral Gables EPC Happy Hour Sponsored by Seacoast National Bank
|
| February 6, 2025 |
February CGEPC Breakfast Meeting: Northern Trust: Lesser used tools and planning strategies.
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 |
| May 1, 2025 |
May CGEPC Dinner Meeting: Tax Updates TBD
TBD |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
|
|
View Past Events
|
