Classes & TalksWednesday, November 18
AAEPC Education Event: Collaborative Case Study
Wednesday, November 18 · 6-8 p.m. · The Lodge
6-8 p.m.
- When
- Wednesday, November 18 · 6-8 p.m.
- Where
- The Lodge177 Jennifer Rd · Annapolis, MD · 21401
About this event
Estate planning rarely happens in a vacuum. Attorneys, financial advisors, and CPAs must work together effectively to serve clients well. Billy Hufnell (Modera Wealth Management LLC) and Justin T. Roudiez (White Oak Wealth Management LLC) will present a dynamic case study featuring a complex set of facts and a client dilemma designed to spark conversation across all planning disciplines.
Listed by cfaac.org (The Events Calendar), gathered by the Bowie events calendar.