BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20261118T230000Z
DTEND:20261119T010000Z
LOCATION:The Lodge 177 Jennifer Rd, Annapolis, MD 21401
UID:3008020261118T230000ZAAEPC Education Event: Collaborative Case Study
DTSTAMP:20260814T184635Z
DESCRIPTION:\n\nAAEPC Education Event: Collaborative Case Study\nWhen estate planning works, it's rarely the work of one advisor.\n\nJoin us on Wednesday, November 18 for AAEPC's final education event of 2026.\n\nEstate 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.\n\nYou 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.\n\nSeats are limited. Register today to reserve your spot for AAEPC's last education event of the year.\n\n[[Register Now]](https://cfaac.fcsuite.com/erp/donate/list/event?event_date_id=7144)\n[](https://www.pnc.com/en/personal-banking/wealth-management.html)\nThis program is generously sponsored by [PNC Wealth Management.](https://www.pnc.com/en/personal-banking/wealth-management.html)\n------\n\nAbout the Speakers\n\n\n\nBilly Hufnell, CFP®, CPWA®\nBilly 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.\n[Learn more about Billy Hufnell](https://moderawealth.com/people/billy-hufnell/)\n\n \n\nJustin T. Roudiez, CFP®, ChFC®, RICP®, CASL®\nJustin 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.\n[Learn more about Justin T. Roudiez](https://cfaac.org/archives/awsm_team_member/justin-t-roudiez/)\n------\n\nThank you to our 2026 AAEPC Platinum Member: \n\n[](https://mckennarussolaw.com/)\n
SUMMARY:AAEPC Education Event: Collaborative Case Study - Anne Arundel Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR