AEPC November 2024 Membership Meeting

November 2024 Membership Meeting

Tuesday, November 12, 2024

Networking begins at 4:00 pm

Business meeting at 4:45 pm

Presentation at 5:00 pm

* Registration opens 30 days prior to meeting date *

The Election is Mercifully, Finally Over.  Now What Do We Do?

Mike Frost, CFP, Truist

Mike Frost is an Advice and Planning Strategist with Truist Wealth. Prior to joining Truist, he spent five years with Wells Fargo’s Private Bank as a Senior Wealth Planning Strategist helping clients define their goals and objectives and select the strategies to address their financial goals. Prior to working in financial planning, Mike spent nearly 20 years in public accounting helping high net worth and ultra-high net worth clients with their individual, trust, gift, and estate compliance and consulting matters.