Abby Holmes - Baltimore Estate Planning Council

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Abby Caso Holmes, MBA

Financial Advisor

Partner, Head of Advisory

Brightside Partners

6300 Blair Hill Lane

Suite 302

Baltimore, MD 21209

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Phone: 410-803-6311

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License Numbers: 65

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UPCOMING EVENTS

October 11, 2023

BEPC's NAEPC Webinar Viewing Party: Audit Triggers and Considerations Associated Therewith

Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished)

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October 25, 2023

BEPC Education Program: The Secure ("Setting Everyone up for Retirement Enhancement" or "Sending Everyone Cowering Under Reduced Expectations") Act

Robert K. Kirkland

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November 2, 2023

BEPC Social at Alex Cooper Auctioneers

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December 5, 2023

BEPC Education Program: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Change & Pressing the Do-Over Button: Strategies for Modifying Wills and Trusts after Formation

Joshua Rubenstein

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National Association of Estate Planners & Councils

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