BEPC DEI Committee Panel Event
The Baltimore Estate Planning Council (BEPC) is hosting a special event to champion the next wave of estate planning professionals. This unique Diversity, Equity, and Inclusion Committee Panel will take place at Loyola University on Wednesday, April 17, 2024. While this occasion serves to promote the BEPC and its mission, please note that attendance is limited to panel speakers.
Objectives:
- Provide the students with insight into various career choices.
- Give an introduction to estate planning and the estate planning council.
- Identify how different professions work together with clients.
- Show how university and educational institutions support professional growth in Baltimore.
Agenda:
04:30 - 05:00 pm - Networking
05:00 - 06:00 pm - BEPC Panelists
06:00 - 06:30 pm - Networking/mingling from 6:00 to 6:30
BEPC Panelists:
Moderator: Alice Young, Nusinov Smith, LLP
Charitable Advisor: Aquanetta Betts, Director of Planned Giving at George Mason University
Financial Advisor: Carlos Rodriguez, Principal at Brown Advisory
Tax Specialist: Joe Musumeci, Principal at YHB CPA & Consultants
Estate Attorney: Lee Carpenter, Principal at Offit Kurman
Trust Officer: Colleen McCloskey, Senior Trust Officer at PNC Bank
Valuation Services: Patrick Guthrie, Director at AltaView Advisors
Food/refreshments will be provided following the event.
