AAEPC 2013 Un-Meeting

Date: Thursday, September 26, 2013
Time: 05:30 PM - 07:00 PM
Location: Maryland Hall for the Creative Arts, 801 Chase Street, Annapolis, Room 308
Speaker: Fred Franke, Margie Kosmerl, and Chad Watson

 Join AAEPC for our first Un-Meeting!


In partnership with the Community Foundation of Anne Arundel County (CFAAC), the AAEPC is hosting an educational and networking event for local estate and financial planning professionals.  Meet us after work on Thursday September 26 for an “un-meeting” with three concurrent sessions on:


  • Planning with Retirement Assets - Margie Kosmerl, investment advisor
  • Estate Planning Basics and Blunders - Fred Franke, estate planning attorney
  • Best Practices for Integrated Advisor Teams - Chad Watson, financial advisor


What Is an Un-Meeting?

Many local planning professionals have requested an opportunity to exchange information and share their own experiences on key estate planning topics.   During our September “un-meeting,” you can choose from any of the three discussions above.  Pick a topic where you have lots to share or learn.  You may also split time between sessions. Discussions will be led by an experienced and knowledgeable presenter who will provide a brief overview of the topic, share lessons learned, and guide the group through an interactive discussion designed to engage participant’s knowledge and experience.  A goal of this meeting is to encourage informal peer learning networks, connecting you with other local advisors around topics of shared interest for resources and referrals.


$25 per person (recommended donation to CFAAC)

Beverages and hors d’oeuvres provided  

Please RSVP to Amy Francis at amy@cfaac.org


See Upcoming Event Calendar