Estate and Exit Planning Pitfalls and Opportunities
We are excited to announce that we will be co-hosting a panel discussion on the Estate and Exit Planning Pitfalls and Opportunities with the XPX Fairfield County Chapter of the Exit Planning Exchange on Wednesday, April 24, at The Patterson Club, 1118 Cross Highway, in Fairfield. We will kick off the meeting with registration and breakfast at 8:00am, followed by the program at 8:30am and networking from 9:30am to 10:00am.
This is your opportunity to hear from a panel of experts on the latest tools, must-haves, and potential pitfalls facing trust and estate planning professionals today.
Our panelists:
Michael T. Clear, J.D., Partner, Wiggin & Dana
Cheri Mazza, CPA, ABV, CVA, CFF, MAFF, Partner, PKF O’Connor Davies
Todd N. Robison, CLU®, President, Cedar Point Financial Services LLC
Christopher Martens, CIC, CWCC, CPRIA, Assured Partners, Moderator
Registration (includes breakfast):
EPC-LFC Members: There is no charge to attend, but a Promo Code is required. Please contact our Council Administrator, Lori Somerville, at 877-302-6300 or epc-lfc@comcast.net, to receive the code and registration link.
Non-Members: $85. Members can register and pay for non-member guests when registering; or, alternatively, non-members can register themselves by contacting our Council Administrator to receive the registration link.
Please note that guest attendance by a professional colleague is limited to two dinner meetings within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by William Murray, CPA, CFF, ASA, ABV, 1st Vice President, Membership, at wmurray@mpival.com.
Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. The sale is final after the 72- hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.
Thank you to our April Event Sponsors:
Wiggin and Dana
PKF O’Connor Davies
