Fall Social 2026 with EPC and NOCGP sponsored by Clearstead and Cleveland Foundation

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Fall Social 2026 with EPC and NOCGP sponsored by Clearstead and Cleveland Foundation

Date: Tuesday, October 6, 2026

Time: 05:30 PM - 7:30pm

Location: Patrick S. Parker Community Sailing Center, 5555 N Marginal Rd, Cleveland, OH 44114

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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

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December 2, 2026

Breakfast: From Inheritance to Stewardship: Preparing the Next Generation for the Great Wealth Transfer sponsored by Glenmede

Katherine E. Collin, Esq., AEP®, Eric M. Meleney, and Richard Tanner, AEP®, CAP®, CLU®

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January 12, 2027

Luncheon: AI In Estate Planning – Opportunity or Liability? sponsored by Key Private Bank

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February 9, 2027

Luncheon: Updates from the 2027 Heckerling Institute sponsored by BNY Wealth

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