Effective Collaboration To Help Avoid Estate Planning Pitfalls - Panel
We all are professional advisors serving important roles of the estate planning team. This panel will address how effective collaboration between advisors can help avoid estate planning pitfalls as well as ways to make these partnerships work.
Greg Blurton will moderate our panel consisting of an EPC member from each of the disciplines: attorney LaDonna Cody (LaDonna J. Cody, P.A.), Linda Treise, CPA (Hughes Snell & Co, P.A.), Rich Durnwald, CLU®, ChFC®, CASL® (Northwestern Mutual Financial Network), Trust Officer Kathy Bright (Trevett Capital Partners), and Renee Porter-Medley, CFP® (Key Private Bank).
Your colleagues and professional friends are always welcomed guests. We are proud to share our Council's activities with them. Should they wish to be considered for membership, an application for 2017 will be available in November on the www.epclc.org website, under the "Documents" link in the left-hand column.
Reservations: Note that your reservation is not complete until you see ""Event RSVP" and the "Thank You" for your reservation. Members should select one of the "M" menu choices and then select "pre-paid." Guests ($30) are asked to select one of the "G" menu choices and then select "pay at the door."
