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Tuesday, April 11, 2023

April Luncheon - Charlotte Community Foundation

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Charlotte Estate Planning Council

CHARLOTTE ESTATE PLANNING COUNCIL

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Jeana Schmidt, MBA

Director, Estate and Gift Planning
American Cancer Society
12810 USF Magnolia Drive
Tampa, FL 33612
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Phone: 9413283762
Send a Message to Jeana Schmidt
Website: cancer.org

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UPCOMING EVENTS

April 11, 2023

April Luncheon - Charlotte Community Foundation

Justin Brand

See Event Details

May 9, 2023

May Luncheon - Sherrif Deputy

Sherrif Deputy Christopher Farley

See Event Details

June 13, 2023

June Luncheon Virtual “Multi-Disciplinary Teaming – A Best Practices Approach.”

Jordon N. Rosen, CPA, MST, AEP®

See Event Details

September 12, 2023

September Luncheon - Assited Living Solutions

Elle Richards w/ Golden Girls Solutions

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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  • Guide To Teaming

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