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Tuesday, January 13, 2026

Luncheon: Estate Planning with Different Generations sponsored by Sequoia Financial Group

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Estate Planning Council of Cleveland

ESTATE PLANNING COUNCIL OF CLEVELAND

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Heather Welsh, CFP®, AEP®, MSFS

Financial Planner
Senior Vice President, Wealth Planning Department Leader
Sequoia Financial Group
3500 Embassy Pkwy, Ste 100
Akron, OH 44333
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Phone: 330-255-2124
Fax: 833.267.4550
Send a Message to Heather Welsh
Website: http://sequoia-financial.com
License Numbers: 152090

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UPCOMING EVENTS

January 13, 2026

Luncheon: Estate Planning with Different Generations sponsored by Sequoia Financial Group

Gina Gurganus, Linda Olejko, and Rebecca Price

See Event Details

January 28, 2026

January 2026 Virtual Networking

See Event Details

February 10, 2026

Luncheon: Updates from the 2026 Heckerling Institute sponsored by Zinner & Co.

Joseph M. Mentrek

See Event Details

March 10, 2026

Luncheon: Managing Fiduciary Implications of Life Insurance sponsored by BNY Wealth

Allen Hensley

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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