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Tuesday, March 10, 2026

Luncheon: Discovering, Crystalizing, and Achieving Client Objectives sponsored by BNY Wealth

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Estate Planning Council of Cleveland

ESTATE PLANNING COUNCIL OF CLEVELAND

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The State of Estate Planning - What's Hot and What's Not sprd by Barnes Wendling Valuation Services

Date: Tuesday, October 13, 2009
Time: 12:00 PM - 1:30 PM
Location: The City Club, 850 Euclid Ave., Cleveland
Speaker: Stephen H. Gariepy

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Reduced parking fees are available on a space-available basis at Ampco Euclid Gateway Garage (740 Euclid Ave, entrances on Euclid & Prospect) to those that enter after11:01 am and exit before 2:29 pm. Guests must present ticket to The City Club for validation. About the program

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UPCOMING EVENTS

March 10, 2026

Luncheon: Discovering, Crystalizing, and Achieving Client Objectives sponsored by BNY Wealth

Allen Hensley, CLU®, ChFC®, MSFS, AEP®

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March 26, 2026

March 2026 Virtual Networking

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April 22, 2026

Independence Breakfast: Famous Estates, Familiar Problems: Applying Lessons from Celebrity Estates to Private Client Planning presented by PNC Bank

Dana DeCapite, Joe Ferraro, and Kate Wensink

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May 12, 2026

Annual Joint Luncheon with Tax Club: Buy/Sell Agreements sponsored by Western Reserve Trust Company

Tami Bolder and Jason Harris

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See Full Calendar

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National Association of Estate Planners & Councils

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