Next Meeting:
Thursday, December 5, 2024
AEP® and EPLS ForumAI and Its Influence on Charitable Planning & Philanthropy
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December 5, 2024
Bryan K. Clontz, Founder & President, Charitable Solutions, LLC and Paul M. Caspersen, President, Planning Giving Interactive, LLC
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December 17, 2024
Roundtable: Social Media Basics and your EPC
Monique Lavender Greenberg, JD, LL.M. (estate planning), AEP®, Board Certified in Wills, Trusts & Estates
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