When to Create a Trust?

Date: Wednesday, May 8, 2024
Time: 11:30am - 1:00pm
Location: Weymouth Country Club
Speaker: Panel Discussion

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Not everyone needs a trust. Join us for a panel discussion on the situations and circumstances you might suggest a trust to your clients.

Our panelists will be Mandy Steyer of Cleveland Clinic, Ann Salke of Critchfield and Lynda Doland of Corrigan Krause. If you have questions you'd like the panelists to address please send them to Randy Fuerst.

The lunch meeting will be held at Weymouth Country Club club house on Wednesday, May 8th from 11:30 - 1:00. EPC members attend at no cost while future members will be charged $25.00 for lunch.

Please RSVP to Lisa Morrison with your attendance and any dietary requests.

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