Eric Brotman, CFP
President & Management Principal
Brotman Financial Group, Inc.
Eric D. Brotman, CFP, AEP, CPWA is President and Managing Principal of Brotman Financial Group, Inc., an independent firm assisting clients with wealth creation, preservation, and distribution. Mr. Brotman began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners. Mr. Brotman’s clients enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.
Elizabeth E. Green, Esq.
Pessin Katz Law, P.A.
Elizabeth Green is a Member in PK Law’s Wealth Preservation Department. Ms. Green advises individuals and families on basic to sophisticated estate planning. She works closely with her clients in preparing the necessary documents including wills, powers of attorney, healthcare directives and various forms of trusts to ensure her clients’ estate planning needs and wishes are achieved. Her depth of knowledge in estate planning, tax and charitable planning combined with the compassion she extends is greatly appreciated by her clients who are often in crisis and in desperate need of guidance. Ms. Green has assisted many clients in addressing the unique issues surrounding disabled and elderly family members; the difficult process of handling the affairs of a deceased family member or close friend; and business owners with succession planning, mergers and acquisitions, financing and day-to-day business concerns.
Event Sponsor (TWO AVAILABLE) $300
Chesapeake Planned Giving Council © 2015 - 2017