November Education Event - The Dynamic Family: Navigating Complex Estate and Financial Planning
Calling all estate planning attorneys, CPAs, and financial advisors! You and your colleagues are invited to attend the culminating educational event of this year’s AAEPC series—a dynamic Case Study titled "The Dynamic Family: Navigating Complex Estate and Financial Planning." This is an opportunity to come together as professionals, collaborate, and shape the future of our field.
During this inclusive session, designed by the AAEPC Executive Committee, participants will engage in a complex case study focused on addressing the holistic financial and estate planning needs of a dynamic family. You’ll have the chance to weigh in, share insights, and develop innovative solutions that elevate the services we provide to our clients.
Don’t miss this exclusive networking and educational opportunity to connect with your peers, exchange ideas, and enhance your expertise.
November 7, 2024
6:00 - 8:00 P.M.
Carroll's Creek Cafe
410 Severn Ave, Annapolis, MD 21403
This event is generous sponsored by:
