Document Library

April 22, 2025

EPC Social

EPC Annual Social

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December 3, 2024

The Devil is in the Details –What to Advise Clients About in 2025

A Panel Discussion Featuring Area Professionals

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January 21, 2025

SUNSET of GIFT & ESTATE EXEMPTION

Jason Palmisano, J.D., LL.M

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February 11, 2025

PHILANTHROPIC LEADERSHIP in NORTHEAST FLORIDA

Isaiah Oliver

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March 18, 2025

A.I. in ESTATE & FINANCIAL PLANNING

Paul Caspersen, CFP®, AEP®, MS.

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