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DTSTART:20240417T203000Z
DTEND:20240417T223000Z
LOCATION:Loyola University, Knott Hall (Room B*01) - 4501 N Charles St, Baltimore, MD 21210
UID:2587520240417T203000ZBEPC DEI Committee Panel Event
DTSTAMP:20260425T172729Z
DESCRIPTION:\nThe 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.\n\nObjectives:\n - Provide the students with insight into various career choices.\n - Give an introduction to estate planning and the estate planning council.\n - Identify how different professions work together with clients.\n - Show how university and educational institutions support professional growth in Baltimore.\n \nAgenda:\n 04:30 - 05:00 pm - Networking\n 05:00 - 06:00 pm - BEPC Panelists \n 06:00 - 06:30 pm - Networking/mingling from 6:00 to 6:30\n \nBEPC Panelists:\n Moderator: Alice Young, Nusinov Smith, LLP\n Charitable Advisor: Aquanetta Betts, Director of Planned Giving at George Mason University\n Financial Advisor: Carlos Rodriguez, Principal at Brown Advisory\n Tax Specialist: Joe Musumeci, Principal at YHB CPA & Consultants\n Estate Attorney: Lee Carpenter, Principal at Offit Kurman\n Trust Officer: Colleen McCloskey, Senior Trust Officer at PNC Bank\n Valuation Services: Patrick Guthrie, Director at AltaView Advisors\n \nFood/refreshments will be provided following the event.\n\n
SUMMARY:BEPC DEI Committee Panel Event - Baltimore Estate Planning Council 
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