Next Meeting:
Wednesday, April 25, 2018
CEPC Breakfast Networking Event
Site Links:
April 25, 2018
See Event Details
May 16, 2018
Life Insurance as a Funding Vehicle for Multi-Generational Wealth Transfer and Gift/Valuation Issues
Domingo Such, Perkins Coi, LLP; Rebecca Ryan, BNY Mellon Wealth Management
June 7, 2018
Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets and Vice Versa
Suzanne L. Shier, The Northern Trust Company; Andrew Stone, Kozusko Harris Duncan
See Full Calendar
