The SCEPC speaker series runs each year from September through May. Meetings generally take place on the third Thursday of September, November, January, March, and May. The meeting format offers members ample time to eat, collegially meet and network with other members, and listen to the noted speaker.
Please find below a list of this year’s meeting dates, times, and locations:
Date | Time | Location | Topic | Speaker |
Thursday, September 19, 2024 | 3:00 pm to 4:30 pm | Social Mixer | No Speaker | |
Thursday, November 21, 2024 | 3:00 pm to 4:30 pm | Legacy with Impact: Estate-and-Tax-Friendly Charitable Planning for Clients | Elena Pullen-Venema, Director of Philanthropic Advising at The Give Team | |
Thursday, January 16, 2025 | 3:00 pm to 4:30 pm | TBD | Planning for Social Security | Susan Campbell, Principal, Safety Net Consulting |
Thursday, March 20, 2025 | 3:00 pm to 4:30 pm | TBD | Federal Estate Tax Exemption Planning | Ashley Velategui, Bernstein Private Wealth Management |
Thursday, May 15, 2025 | 3:00 pm to 4:30 pm | TBD | End-of-Year Mixer | No Speaker |