October Meeting - The ABC's of CRTs

Date: Wednesday, October 4, 2023
Time: 5:00pm - 7:30pm
Location: DuPont Country Club
Speaker: Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®

MEETING NOTICE

RSVP by: Noon – Friday, September 29, 2023

 

Sponsor:

McCollom D'Emilio Smith Uebler LLC

To sponsor an event, please contact Mark Singer or Mike Neri, Sponsorship Chairs.

 

AGENDA:

  • Cocktails:       5:00 pm
  • Dinner:           5:45 pm
  • Speaker:        6:30 pm (Paul M. Caspersen, CFP®, MS, AEP®)
  • Topic:             The ABC's of CRTs

 

 

MENU:

 

  • Cream of tomato and roasted red pepper soup
  • Pan seared chicken breast with roasted mushrooms and lemon caper pan sauce
  • Candied orange crème brulée with berries and whipped cream
  • VEGETARIAN: Vegetarian lasagna roulades with classic marinara sauce

See Upcoming Event Calendar