Next Meeting:
Wednesday, July 16, 2025
In-person Webinar: Practical Use of AI in Estate & Financial Planning
Site Links:
Please contact us if you would like to be added to our speakers bureau!
Currency of transaction is U.S. dollars.
$0.00
July 16, 2025
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS
See Event Details
August 20, 2025
WMEPC Summer Social 2025
October 8, 2025
SAVE THE DATE: TCJA Year-End Update
Griffin H. Bridgers
December 2, 2025
SAVE THE DATE: Behavioral Finance with Kit Mac Nee, CFP®, CRPC®, QPFC
Kit Mac Nee, CFP®, CRPC®, QPFC
See Full Calendar
