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DTSTART:20240424T120000Z
DTEND:20240424T140000Z
LOCATION:The Patterson Club, 1118 Cross Hwy, Fairfield, CT 06824
UID:2580920240424T120000ZEstate and Exit Planning Pitfalls and Opportunities 
DTSTAMP:20260407T085040Z
DESCRIPTION:\nWe 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.\n \nThis 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.\n \nOur panelists:\n \nMichael T. Clear, J.D., Partner, Wiggin & Dana\n \nCheri Mazza, CPA, ABV, CVA, CFF, MAFF, Partner, PKF O’Connor Davies\n \nTodd N. Robison, CLU®, President, Cedar Point Financial Services LLC\n \nChristopher Martens, CIC, CWCC, CPRIA, Assured Partners, Moderator\n \nRegistration (includes breakfast):\n \nEPC-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.\n \nNon-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.\n \nPlease 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](http://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.\n \nCancellation 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.\n \nThank you to our April Event Sponsors:\n \nWiggin and Dana\n \nPKF O’Connor Davies\n \n \n \n \n \n \n
SUMMARY:Estate and Exit Planning Pitfalls and Opportunities  - Estate Planning Council of Lower Fairfield County, Inc. 
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