XPX Fairfield CT/Estate Planning Council Joint Event: Estate and Exit Planning Pitfalls and Opportunities
Details
Date & Time
Wed, Apr 24th , 2024 ⋅ 8:00am - 10:00am (EDT)
Location
The Patterson Club 1118 Cross Hwy Fairfield, CT
Tickets
(1) XPX Members
$0.00
(2) EPC Members
$0.00
(3) Non-Members
$85.00
Guests
Registrants
76
people attended
BH
KM
ND
+71
Hear from our panel of experts on the latest tools, must-haves and pitfalls facing trust and estate planning today.
Speakers:
Cheri Mazza
Partner
PKF O'Connor Davies
Michael Clear
Partner
Wiggin & Dana
Todd Robison
President
Cedar Point Financial Services LLC
Moderator:
Christopher Martens, CIC, CPRIA, CWCC
Vice President
Assured Partners
AGENDA:
8:00 – 8:30 Breakfast
8:30 – 9:30 Program
9:30 – 10:00 Networking
Registration Fees:
XPX Tri-State Members – FREE
EPC Members- FREE- Promo Code Required.
Contact your local Estate Planning Council Administrator go get your code.
Non-members:
$85.00
Includes breakfast.
Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event. The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.
Thank you to our April Event Sponsors:
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