Services Directory

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Therese Adams, Principal
TAD Executive Fiduciary Services

Ryan Bohamera, Partner, Senior Fiduciary
Bohamera, Walcott & Hartin, LLC

John DePiazza, President
Akel-DePiazza Fiducairy

Michael Storz, President
Storz Fiduciary Services

UPCOMING EVENTS

September 23, 2020

SEPC September Meeting

Paul S. Lee - Northern Trust

October 28, 2020

SEPC October Meeting

TBD

November 10, 2020

57th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference

Various

November 18, 2020

SEPC November Meeting

TBD