Meeting #1 - Estate Planning Paralysis: Getting Your Clients to Act

Date: Wednesday, October 12, 2022
Time: 5:00pm - 7:30pm
Location: DuPont Country Club
Speaker: Justin Miller, Evercore Wealth Management, LLC

MEETING NOTICE

RSVP by: Noon – Friday, October 7, 2022

 

Sponsors:

OPEN

To sponsor an event, please contact Mark Singer, Sponsorship Chair.

 

AGENDA:

  • Cocktails:       5:00 pm
  • Dinner:           5:45 pm
  • Speaker:        6:30 pm (Justin Miller, Evercore Wealth Management)
  • Topic:             Estate Planning Paralysis: Getting Your Clients to Act

 

 

MENU:

  • Spinach salad, roasted tomatoes, feta cheese, balsamic vinaigrette
  • Pan seared chicken breast, mushroom sauté, roasted garlic demi-glace
  • Chocolate truffle with white chocolate mousse
  • VEGETARIAN: Vegetarian lasagna roulades with classic marinara sauce

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