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Charlotte Estate Planning Council
Results 1 - 10 of 201
Laura Schlesing
Business Name
Advocacy Trust
Discipline
Trust
Beth Wood LLM
Business Name
Alexander Ricks PLLC
Discipline
Attorney
Troy Thee
Business Name
American Cancer Society
Discipline
At Large
Kaitlyn McElwee Marley
Business Name
Arcadia Art Consultancy
Discipline
At Large
Brenda Van Valen CFP
Business Name
Argent Trust Company
Discipline
Trust
John O Allen Jr Jr. CTFA
Business Name
Argent Trust Company
Discipline
Trust
Paul Lyle CTFA
Business Name
Argent Trust Company
Discipline
Trust
Dawn Antalik-Baker CFP
Business Name
Baker Wealth Management
Discipline
CFP
Amy Permenter CFP, CPA, PFS
Business Name
Bank of America
Discipline
CPA
Kara Helf CFP
Business Name
Bank of America
Discipline
Trust
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Wed May 29, 2024
CEPC’s Annual Meeting
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Wed Jun 12, 2024
Deathbed Income Tax and Transfer Tax Planning Opportunities
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CEPC Emerging Leaders Summer Social
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Wed Jul 10, 2024
Estate Planning for International Families with U.S. Ties
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Wed Aug 14, 2024
Elizabeth Forspan, Esq
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