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Tuesday, September 8, 2026
EPCSED Meeting: Alternative Investments
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September 8, 2026
Michael Callahan, Cherry Bekaert; Tom Davis, Cherry Bekaert
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October 13, 2026
EPCSED Meeting: Members-Only Roundtable Discussion: Estate Planning for Business Owners
Bob Lee, Mariner
November 10, 2026
EPCSED Meeting: Annual Meeting, Balancing Exemption Allocation Between Asset Transfer and Insurance
Paul Robb, PH Robb; Nick Robb, PH Robb
January 12, 2027
EPCSED Meeting: Members-Only Roundtable Discussion
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