CEPC Emerging Leaders Panel Discussion - March 28, 2024

In Conversation: A Series on Professional Collaboration

6:00pm - 7:15pm | Offices of Bragg Financial

1031 S. Caldwell Street 

Join us March 28th as our guest panelists share and discuss how their collaborative, multi-disciplinary approach to a recent matter achieved the best result for a mutual client.

CEPC’s Emerging Leaders group is focused on estate planners looking to accelerate their career growth and connect with like-minded individuals on the path to leadership excellence in the community. We also encourage established estate planning leaders to attend by bringing an Emerging Leader with them to help build the emerging leaders community.

Leah Maybry, CPA
Partner, Wealth Advisor | SignatureFD

Leah believes that doing what is best for her clients builds loyalty and trust. As an advisor in our Charlotte Office, she provides comprehensive financial planning, tax, and consulting services to her clients. Leah works with a wide array of clients, including professional athletes, corporate executives, entrepreneurs, and wealthy families, serving their financial and tax planning needs. She also has a special affinity for the elderly and those families that have generational planning needs.

Heidi Royal, JD
Attorney | Heidi E. Royal Law, PLLC

Heidi Royal is a Fellow in the American College of Trust and Estate Counsel, and she practices in the areas of trusts, estate planning, probate law and tax. She advises clients in developing both simple and sophisticated estate plans, including wills, revocable trusts, irrevocable life insurance trusts, qualified personal residence trusts and “dynasty” trusts. She also works with families on the formation of family limited liability companies. She has significant experience in assisting clients in navigating the complexities of the probate process. Her tax practice includes the preparation of federal estate and gift tax returns as well as fiduciary income tax returns. She also represents estates under audit with the Internal Revenue Service.

Rob Snowden ASA, ABV
Founder | South Park Advisors

Rob is the founder of South Park Advisors, an independent business valuation firm that caters to business owners, attorneys, accountants, commercial bankers, and other professional advisors. He has more than 25 years of experience providing valuation services to owners of closely held businesses. These services have been provided in connection with ownership transition and advisory, employee stock ownership plans (ESOPs), litigation support, dispute resolution, estate and gift tax reporting, charitable foundation reporting and lending purposes. 

This Event Is Sold Out

Thank you to our Emerging Leader Sponsor