ANNE ARUNDEL ESTATE PLANNING COUNCIL

AAEPC Education Event: Collaborative Case Study
When estate planning works, it's rarely the work of one advisor.

Join us on Wednesday, November 18 for AAEPC's final education event of 2026.

Estate planning rarely happens in a vacuum. Attorneys, financial advisors, and CPAs must work together effectively to serve clients well. Billy Hufnell (Modera Wealth Management LLC) and Justin T. Roudiez (White Oak Wealth Management LLC) will present a dynamic case study featuring a complex set of facts and a client dilemma designed to spark conversation across all planning disciplines.

You will work alongside other professionals in your field to navigate real-world complications, exchange strategies, and build the cross-disciplinary relationships that lead to better client outcomes.

Seats are limited. Register today to reserve your spot for AAEPC's last education event of the year.

[Register Now]

This program is generously sponsored by PNC Wealth Management.

About the Speakers

Billy Hufnell, CFP®, CPWA®
Billy is a Wealth Manager and Principal at Modera Wealth Management, where he guides high-net-worth clients, including executives, medical professionals, and dentists, through complex financial decisions. He holds a bachelor's degree in business management from Frostburg State University and earned his Certified Private Wealth Advisor designation in 2023.
Learn more about Billy Hufnell

Justin T. Roudiez, CFP®, ChFC®, RICP®, CASL®
Justin joined White Oak Wealth Management in 2019 as Director of Financial Planning, following a 10-year career with Northwestern Mutual, where he served as Director of Advanced Financial Planning and Wealth Management for the Annapolis Group. He specializes in personal and business planning, tax efficient wealth accumulation, retirement income planning, and legacy wealth planning. Justin serves on the Executive Committee for AAEPC and holds a master's degree in financial planning from The American College of Financial Services.
Learn more about Justin T. Roudiez

Thank you to our 2026 AAEPC Platinum Member: