EPCLV Members Virtual Networking Event

Date: Wednesday, March 3, 2021
Time: 12:00pm - 1:00pm
Location: Zoom
Speaker: Co-hosts:Julie Knight, CFP®, CLTC®, CDFA &Louis G. Mammana, CFP®, CLU®

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Join Co-Hosts Julie Knight, CFP®, CLTC®, CDFA & Louis G. Mammana, CFP®, CLU® for a Virtual Networking Event with EPCLV Members on March 3rd from noon to 1pm! 

Grab a cup of coffee, connect on Zoom, and let’s have an Estate Planning conversation.

We will open by sharing a 30-second introduction, and enjoy a conversation addressing 3 questions. You can prepare to answer a question of your choosing in advance:

  1. Tips for demonstrating to clients and potential clients why estate planning is valuable.   
  2. Helping clients through the family dynamics of wealth.  
  3. What questions and/or ideas would you like to discuss with the group?

We hope you will join us for coffee, connection, and conversation! Zoom link will be provided closer to event date.

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