EPCSED Meeting: Takeaways from the NAEPC Advanced Estate Planning Strategies Conference

Date: Tuesday, December 12, 2023
Time: 7:30am - 9:00am
Location: Maggiano's, 7401 South Clinton St., Englewood, CO 80112
Speaker: Charles Wilson, Charles Wilson Inc.

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Program:

"Takeaways from the NAEPC Advanced Estate Planning Strategies Conference"

The 60th Annual NAEPC Advance Estate Planning Strategies Conference was held November 12-16, 2023 in Ft. Lauderdale, FL. If you were unable to attend the conference, please join us on December 12th when Charles Wilson will report back on the important takeaways from the Conference. (Please note this rescheduled meeting will be in lieu of the previously scheduled November 14th meeting.)

 

Presented By:

Charles S Wilson, CPA/PFS has over 25 years of experience in tax planning, consulting and compliance. Charles has been the owner of the certified public accounting firm Charles Wilson Inc since 2003.
 

Charles’ experience is in assisting a diverse group of closely held businesses, their owners and high net worth individuals with all aspects of tax and financial planning and compliance. He specializes in coordinating corporate and personal, tax planning, asset protection, choice of entity and other strategies to plan and develop wealth.

Sponsors:

A special thank you to our generous 2023 sponsors:  

  

 

 

Meeting Schedule:

7:30 a.m. - 8:00 a.m.: Networking 
8:00 a.m. - 9:00 a.m.: Speaker presentation 

Meeting Registration:

Guests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $25 per meeting.

Be sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." 

Please forward this invitation to anyone you think may be interested in the group -- and bring a guest!

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