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Philadelphia Estate Planning Council

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  • PEPC MEMBERS ONLY: Roundtable Program

PEPC MEMBERS ONLY: Roundtable Program

  • Tuesday, November 28, 2023
  • 12:00 PM - 1:00 PM
  • Zoom Webinar


Registration is closed

"2023 Year-End Planning Checklist"

With changes to the tax code and volatility in the economy, it is imperative to re-visit client goals and make sure everything is in order as we approach the end of the year.


  • Dan Brady, Planning Capital Management
  • Rachel Kieser, Armanino LLP
  • Joel Luber, Reger Rizzo Darnall, LLP

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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