Next Meeting:
Tuesday, July 14, 2026
EPCSED Event: Members-Only Roundtable Discussion: Special Needs Planning
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July 14, 2026
Robert Dilaura, MBA, CFP®, AEP®, CTFA®, CSRICsm, ChSNC®, CEPA®, Schwab Wealth Advisory
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August 11, 2026
EPCSED Summer Social
September 8, 2026
EPCSED Meeting: Alternative Investments
Michael Wayne Callahan, Cherry Bekaert fka Spicer Jeffries
October 13, 2026
EPCSED Event: Members-Only Roundtable Discussion: Estate Planning for Business Owners
Bob Lee, Mariner
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