Next Meeting:
Wednesday, July 16, 2025
In-person Webinar: Practical Use of AI in Estate & Financial Planning
Site Links:
You must be logged in to view the council information page. Login now.
May 27, 2025
Estate Planning Developments with Marty Shenkman
Marty Shenkman
See Event Details
July 16, 2025
Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS
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
