Next Meeting:
Wednesday, July 16, 2025
In-person Webinar: Practical Use of AI in Estate & Financial Planning
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May 27, 2025
Estate Planning Developments with Marty Shenkman
Marty Shenkman
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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
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