Next Meeting:
Thursday, September 17, 2026
AAEPC Education Event: Consent and Competence: Practical Tips for Estate and Trust Professionals
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September 17, 2026
Richard J. Berwanger, Jr., Partner at Liff Walsh & Simmons
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November 5, 2026
November Wine Down Wednesday - A Thursday Pour
November 18, 2026
AAEPC Education Event: Collaborative Case Study
Billy Hufnell (Modera Wealth Management LLC) and Justin T. Roudiez (White Oak Wealth Management LLC)
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