East Coast Estate Planning Council
- Joe Gitto
- Nov 14, 2024
- 1 min read
Updated: Apr 9
East Coast Estate Planning Council
On May 6th the East Coast Estate Planning Council held it’s November dinner meeting which featured an informative panel discussion on Exit Planning featuring Joseph Gitto, CFP®CEPA, CSA, Dale Hersey, and Kevin Elwell, CPA.
Special Thanks to Kevin for his excellent work as moderator, and to Dale for generously sharing his insights as a fellow panelist. Their contributions greatly enriched our discussion.
Special thank you to our sponsors:
BDO – Martin CassMPI – Roy H. Meyers, CFA, ASAAon – Joseph Young
The next Council event is a Holiday Reception on December 12th at The Clover in West Palm Beach.
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