Thursday, October 12, 2023
FEPCMD Breakfast Event - "Women & Wealth Today: What Advisors Need to Know"
Currency of transaction is U.S. dollars.
October 12, 2023
Steph Wagner, Northern Trust, Director of Women & Wealth Advisory Practice
See Event Details
November 9, 2023
FEPCMD Annual Dinner Meeting "Best of the Best: The Very Best Tax Planning Ideas in 2023 and 2024: PLUS: IRAs at Death & Beyond including Trusts Presentation Highlights
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
December 29, 2023
2023 FEPCMD Sponsorships
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