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Thursday, September 25, 2025

BEPC Education Program: "Business Valuations & Connelly Decision Impact"

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Baltimore Estate Planning Council

BALTIMORE ESTATE PLANNING COUNCIL

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Sponsors

Gold


Alex Brown

Baltimore Community Foundation

Glenmede Trust Company

Maller Wealth Advisors, Inc.

PNC Private Bank

The ASSOCIATED: Jewish Community Federation of Baltimore

Silver

Adele Zilber of Highland Capital Brokerage
Baker, Donelson, Bearman, Caldwell & Berkowitz
Berman McAleer
Brown Advisory
Jacob William Advisory
Leonard J. Miller & Associates, Chartered
Lifebridge Health
RCM&D
Semmes
The Patuxent Group - Morgan Stanley Wealth Management
Tucker & Meltzer Valuation Advisors
Vallit Dispute & Valuation Advisors
Whiteford Taylor & Preston, LLP
Withum
YHB CPA

Annual Meeting

ClearPlan Wealth Management

Social

First National Bank of Pennsylvania
Sessa & Dorsey
The Kroneberger Group of RBC Wealth Management

Emerging Planners'

MAM CPA, LLC

Diversity, Equity & Inclusion

Law Office of Shari Fleming

Visit our Sponsorship Opportunities Page
for complete information about how to list your company on this page.

UPCOMING EVENTS

September 25, 2025

BEPC Education Program: "Business Valuations & Connelly Decision Impact"

Ryan Patton

See Event Details

November 6, 2025

BEPC Education Program: "Reducing Litigation Exposure"

Sharon Klein

See Event Details

December 3, 2025

BEPC Education Program - "Tax Update"

Samuel A. Donaldson, JD, LL.M.

See Event Details

January 22, 2026

BEPC Education Program: "Navigating the Current Charitable Planning Landscape: Tips for Professional Advisors"

Ginger Mlakar

See Event Details

See Full Calendar

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