Next Meeting:
Wednesday, March 20, 2024
Using and Misusing the Marital Deduction
Site Links:
Programs Chair Christina Noz
Estate Planners Day Chair Ana M. Perez-Arrieta
Membership Chair Lindsey Saul, CPA
Continuing Education Chair Gordon Reynolds, CFA, CFP®
March 20, 2024
Lauren J. Wolven, Levenfeld Pearlstein
See Event Details
April 17, 2024
Reading, Interpreting and Drafting Distributions Provisions That: Say What You Mean and Mean What You Say
Leslie Kiefer Amann, Sentinel Trust
June 14, 2024
SAEPC Summer Session I
July 12, 2024
SAEPC Summer Session II
See Full Calendar
Join our Mailing List!