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Next Meeting:

Tuesday, April 20, 2021

Annual Joint Council Meeting | The Six Step Process of Estate Planning for Vacation Homes

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Washington, D.C. Estate Planning Council

WASHINGTON, D.C. ESTATE PLANNING COUNCIL
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Sponsors

Current Program Sponsor


Hindman Auctions

2020-2021 Program Sponsor


Cortland Valuation Group, Inc. | Margaret Fischer

Nationwide Mutual Insurance Company | Goldenzweig Memorial Lecture Sponsor

PNC Wealth Management | Max Barger, Elizabeth Kim-Wei

Diversity Initiative Sponsor


Birchstone Moore | Jennifer Goode, Sarah Johnson, Meryl Kinard, Laura Stone | Bronze

Chevy Chase Trust | Susan Freed, Laly Kassa, Jeannette Roegge, Leslie Smith | Silver

Cortland Valuation Group, Inc. | Margaret Fischer | Bronze

Tucker & Meltzer Valuation Advisors | Anne Meltzer, Jenifer Flynn | Bronze

Valuation Services, Inc. | Jeff Bae, Craig Stephanson | Bronze

See our Sponsorship Opportunities page for complete information about how to list your company on this page.

UPCOMING EVENTS

April 20, 2021

Annual Joint Council Meeting | The Six Step Process of Estate Planning for Vacation Homes

Jeremiah W. Doyle IV, BNY Mellon Wealth Management

See Event Details

April 29, 2021

Spring Cleaning Virtual Golf Lesson

Scott Wisnom, PGA

See Event Details

May 13, 2021

New Member Virtual Luncheon

See Event Details

May 18, 2021

Webinar | Preserving Family Assets and Relationships: Addressing Addiction and other Behavioral Health Issues as a Trusted Advisor

Arden O'Connor and Diana Clark, O'Connor Professional Group

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils
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