BEPC Annual Meeting
Date: Wednesday, June 10, 2026
Time: 4:00pm - 7:00pm
Location: Hayfields Country Club - 700 Hayfields Rd, Cockeysville, MD 21030
Speaker: TBD
Join the Baltimore Estate Planning Council for an celebratory reception as the 2025 - 2026 Council year comes to an end and the proposed 2026 - 2027 Slate of Board Candidates are presented for election.
Sponsored by ClearPlan Wealth Management
Agenda
4:00pm - Networking
4:30pm - Annual Meeting (Board of Directors Slate)
5:00pm - Speaker Presentation - Brain Wellness
5:30pm - Cocktail Reception
Speaker Bio - TBD
Board of Directors Slate - TBD - 2025-2026 Nominations will be posted as soon as they are available.
| Baltimore Estate Planning Council | ||
| Nominations for Officers | ||
| and Board Members for 2025/2026 | ||
| Officers | ||
| Michael Mandish | CPA | President |
| Sean Kelly | FA | President-Elect |
| Elizabeth Green | ATY | Vice President |
| Jacqueline Yahr | PP | Secretary |
| Patrick Guthrie | VAL | Treasurer |
| Tina Lignos | ATY | Immediate Past President |
| Directors | ||
| 1 Year Term - remaining | ||
| Marcus Aiello | FA | Thru 6/30/2026 |
| Norris Brodsky | FA | Thru 6/30/2026 |
| Susan Mitcheltree | FA | Thru 6/30/2026 |
| Scott Tate | ATY | Thru 6/30/2026 |
| Alice Young | ATY | Thru 6/30/2026 |
| 2 Year Term - remaining | ||
| Aquanetta Betts | PP | Thru 6/30/2027 |
| Christine Buckley | FA | Thru 6/30/2027 |
| Shari Fleming | ATY | Thru 6/30/2027 |
| Andrew Hahn | FA | Thru 6/30/2027 |
| Joe Musumeci | CPA | Thru 6/30/2027 |
| Max Reamer | FA | Thru 6/30/2027 |
| Christina Snyder | FA | Thru 6/30/2027 |
| 3 Year Term - remaining | ||
| Randy Harris | FA | Thru 6/30/2028 |
| Abby Holmes | VAL | Thru 6/30/2028 |
| Maria Sobus | TM | Thru 6/30/2028 |
