Past Events

October 16, 2024 October Monthly Membership Meeting
A Special Thanks to our event sponsor: Brooke Salvini of Salvini Financial Planning
September 18, 2024 September Monthly Membership Meeting
Paul Bartschi of Merrill Lynch on “Protecting Fiduciaries from Liability”
August 21, 2024 CCCEPC's Summer Soirée at the Yacht Club!
July 17, 2024 July Monthly Membership Meeting
June 19, 2024 June Monthly Membership Meeting - Hot Topics in Estate Planning Panel
Panel discussion of Hot Topics in Estate Planning: Klaus Gottlieb, MD, JD, MBA; Jennifer Foster; Stephanie Barclay
May 22, 2024 May Monthly Membership Meeting
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