CORAL GABLES / SOUTH DADE ESTATE PLANNING COUNCIL

January 23, 2025

Coral Gables EPC Happy Hour Sponsored by Seacoast National Bank

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February 6, 2025

February CGEPC Breakfast Meeting: Northern Trust: Lesser used tools and planning strategies.

Northern Trust

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March 6, 2025

March CGEPC Dinner Meeting: Jennifer J. Wioncek, TEP

Jennifer J. Wioncek, TEP, Practice Group Leader, Tax & Private Wealth

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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

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