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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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Jaclyn L.M. Vary, Atty

Attorney
Exceptional Service Award Recipient
Calfee, Halter & Griswold LLP
1405 East 6th St.
Cleveland, OH 44114
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Phone: 216-621-8338
Fax: 216-241-0816
Send a Message to Jaclyn Vary
Website: http://www.calfee.com

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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®

See Event Details

March 26, 2026

March 2026 Virtual Networking

See Event Details

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

See Event Details

May 12, 2026

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

Tami Bolder and Jason Harris

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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