MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

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

Paul Caspersen, CFP®,AEP®,MS

See Event Details

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.

See Event Details

April 20, 2022

Regular Meeting - Joint meeting with BCEPC hosted by MCEPC

See Event Details