ESTATE PLANNING COUNCIL OF CLEVELAND

October 20, 2026

Luncheon: From the Code to the Cloud: New Tax Law, FinCEN Rules, and Modern Estate Planning sponsored by Sequoia Financial Group

Mark R. Parthemer, JD, ACTEC Fellow, AEP®

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November 10, 2026

Luncheon: Lighting the Path to a Successful Exit: Why Deal Readiness 1–5 Years Out Protects Value, Timelines, and Owner Sanity sponsored by U.S. Bank Private Wealth Management

Monica Tarasco

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December 2, 2026

Breakfast: The Great Wealth Transfer: Topics for Consideration sponsored by Glenmede

Katie Collin, Eric Meleney, and Richard Tanner

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January 12, 2027

January 2027 Luncheon: Topic TBD sponsored by Key Private Bank

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