AEPC November 2026 Membership Meeting

November 10, 2026 Membership Meeting

Tuesday, November 10, 2026

Year-End Planning:     

Promises, Pitfalls, and Perspectives from Across the Advisory Team

A Panel discussion featuring tax, wealth management, insurance, and valuation professionals

Panelists

David Adams - Adams Capital

Terri Lawson - Frazier and Deeter

Patrick Leavitt - Merrill Private Wealth

Scot Kirkpatrick - Chamberlain Hrdlicka

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 *