Next Meeting:
Wednesday, February 16, 2022
“Here’s what I was thinking when I said “Health, Education, Maintenance and Support:” The Effectiveness of a Letter of Instruction in Modern Estate Planning
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February 16, 2022
Paul Caspersen, CFP®,AEP®,MS
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March 16, 2022
The importance of team communication: why your client's Lawyer, Financial Advisor, Accountant and Insurance Agents should be talking
Cathy Sikorski, Esq.
April 20, 2022
Regular Meeting - Joint meeting with BCEPC hosted by MCEPC
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