EPIC Professional Development Lunch: Estate Planning


Please join EPIC as we host our EPIC Professional Development Luncheon that will educate all present on the importance of Estate Planning. Estate planning covers the transfer of property at death as well as a variety of other personal matters and may or may not involve tax planning. Many of us will benefit greatly from speaking with professionals with different background that all have expert knowledge on the ends and outs of what goes into estate planning, and they will equip us with basic tools and information that will set us up for success. 

We will have a panel consisting of the following companies:
Brockmeier Financial 
Cripps and Simmons 
Jones & Ueligger
Simmons Bank
Williams-Keepers


Registration is $15 for EPIC members and $20 for non-members.  Online registration will close at 5 p.m. on Monday, February 20.  After this date, all attendees must register at the door at the walk-in price of $20 for EPIC members and $25 for non-members.


Thank you to our sponsors:
Division Sponsor Veterans United Home Loans; Presenting Sponsor State Farm Insurance - Stephanie Wilmsmeyer, Agent; Beverage Sponsors Culligan Water of Mid-Missouri and Pepsi Beverages Company

EPIC Professional Development Lunch: ...
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Date and Time

Tuesday Feb 21, 2023
11:30 AM - 1:00 PM CST

Doors Open: 11:30 a.m.
 

Location

Williams-Keepers

2005 W Broadway

Columbia, MO 65203

Fees/Admission

$15 EPIC members | $20 non-members
$20 EPIC walk-ins | 
$25 Non-EPIC walk-ins

Contact Information

Program Development Coordinator, Jazmyn Drake 573-817-9111
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