MONTGOMERY COUNTY ESTATE PLANNING COUNCIL OF PA

October 11, 2023

Creating Great Relationships with Clients

Joe McLaughlin, CEO of Haverford Trust, James Dunigan, Retired CIO and managing executive of PNC Asset Management, Nicole Perkins, Partner and director at Gresham Partners

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October 26, 2023

The evolution of journalism over the last 50 years, exploring the challenges and triumphs in this changing profession

Joann Lublin and Michael Pollack

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November 15, 2023

“Estate Planning for the 99% of us"

JORDON N. ROSEN, CPA, MST, AEP®

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January 17, 2024

Economic/Market Update

Haverford Trust speaker

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