XPX Fairfield CT/Estate Planning Council Joint Event: Estate and Exit Planning Pitfalls and Opportunities

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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