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SPEPC Dinner & Discussion
January 17 @ 5:15 pm - 6:30 pm
Event Summary: Planning for Conflict
Our next meeting is a “Dinner and Discussion” format hosted by Dawn Pedicord at her office’s seminar room.
This interactive event allows attendees to participate in a moderator-led group discussion and smaller breakout groups as they enjoy a catered steak dinner and dessert. The casual setting creates a great environment to learn from others and showcase your own expertise.
Attendees will collaborate on a hypothetical scenario about an estate planning client who wants to liquidate assets to enjoy their retirement and amend their trust to disinherit a family member. Register now as space is limited to 23 participants.
Please contact Harry via [email protected] if you have any special dietary requests.
We look forward to seeing you there!
Sincerely,
SPEPC Board
916.439.5827 (J Phipps)