AAEPC Education Event: Collaborative Case Study
Anne Arundel Estate Planning Council Education Event
Collaborative Case Study
Join us for the culminating event of AAEPC’s annual education series on Wednesday, November 6, as we explore a real-world scenario designed to spark discussion across all estate planning disciplines.
Chris Hovell, Senior Wealth Strategist at PNC, will present a dynamic case study featuring a complex set of facts and a client dilemma. Attendees will work together to navigate the challenges presented—sharing strategies, asking questions, and learning from one another in a collaborative setting.
This interactive session brings together advisors from across the planning spectrum to deepen understanding and strengthen professional connections, all in the service of better client outcomes.
November 6, 2025
6:00 - 8:00 P.M.
Liff, Walsh, and Simmons
181 Harry S Truman Parkway, Suite 200, Annapolis, MD 21401
Ticket includes an open bar and hors d'oeuvre. Free for AAEPC members.
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Thank you to our 2025 AAEPC Platimum Members:
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