Meeting #1 - Estate Planning Paralysis: Getting Your Clients to Act
Date: Wednesday, October 12, 2022
Time: 5:00pm - 7:30pm
Location: DuPont Country Club
Speaker: Justin Miller, Evercore Wealth Management, LLC
MEETING NOTICE
RSVP by: Noon – Friday, October 7, 2022
Sponsors:
Gordon, Fournaris & Mammarella, P.A.
To sponsor an event, please contact Mark Singer, Sponsorship Chair.
AGENDA:
- Cocktails: 5:00 pm
- Dinner: 5:45 pm
- Speaker: 6:30 pm (Justin Miller, Evercore Wealth Management)
- Topic: Estate Planning Paralysis: Getting Your Clients to Act
MENU:
- Spinach salad, roasted tomatoes, feta cheese, balsamic vinaigrette
- Pan seared chicken breast, mushroom sauté, roasted garlic demi-glace
- Chocolate truffle with white chocolate mousse
- VEGETARIAN: Vegetarian lasagna roulades with classic marinara sauce
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