Next Meeting:
Wednesday, February 25, 2026
Breakfast Program - AI in Estate Planning: Tools, Applications, and Ethics for Attorneys, CPAs, and Advisors
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February 25, 2026
Jeffrey Bowley, CPA, and Jennifer Ellis
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March 25, 2026
Breakfast Program - Heckerling Institute Recap
Jere Doyle of BNY Wealth and Marty Babitz of Archer & Greiner
April 22, 2026
Joint Dinner Meeting - Planning for Aging in Place: Integrating Funding, Care, and Oversight, Hosted by Montgomery County EPC
Joe Conner of Friends Life Care and Bode Hennegan of Life Managers & Associates
May 14, 2026
BCEPC Social
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