Estate Planning for the 99% of Us

Date: Wednesday, May 7, 2025
Time: 11:30am - 1:30pm
Location: Mercer Oaks Country Club 725 Village Road West, Princeton
Speaker: Jordon Rosen, CPA MST, AEP

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Join us for the May 7, 2025 lunch and speaker event featuring Jordon Rosen, past Preident of the NAEPC and 2020 Hall of Fame Inductee.

He will be offering the MCEPC an insightful presentation 'Estate Planning for the 99% of Us' which will include unique estate planning tips as well as the important post-mortem elections and filing the Decedent's final 1040. Don't miss it!

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