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Tuesday, October 20, 2026

The Power of Effective Transparency: How To Establish Trust & Collaboration In A Complex Family System

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Wake County Estate Planning Council, Inc.

WAKE COUNTY ESTATE PLANNING COUNCIL, INC.

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Kent W Thompson, Certified Financial Planner® (CFP®)

Certified Financial Planner® (CFP®)
Financial Advisor
Capitol Financial Solutions
7207 DOVERTON CT
RALEIGH, NC 27615
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Phone: 9196304001
Fax: 919-546-0888
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UPCOMING EVENTS

October 20, 2026

The Power of Effective Transparency: How To Establish Trust & Collaboration In A Complex Family System

Luke Jernagan, Managing Director -- Matter Family Office

See Event Details

November 17, 2026

Federal Economic Outlook: Planning Through Uncertainty

Joshua Caron, VP of Government Relations, M Financial Group

See Event Details

February 23, 2027

Gift Tax Unwrapped: Updates, Forms & Pitfalls

Laura Hinson, CPA, Managing Director -- Deloitte Tax LLP - Raleigh

See Event Details

March 23, 2027

Business Transition Panel: Practical & Legal Aspects of Business Succession Planning

James R. Jolley, Smith Anderson & Additional Panelists TBD

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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