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Event Attendance

Each member of WCEPC may attend upcoming meetings for no charge.  

All members should register for meetings they plan to attend by clicking on the Register button below.  There is a field in the registration form that allows members to specify which parts of the meeting they plan to attend when attending in-person meetings:  the business meeting, reception, meal.  Taking a moment to fill in this information enables the organization to avoid waste for people who do not stay for the meal.

Each member may bring guests to in-person meetings for a $25 charge per guest.  The number and names of the guests should be specified during event registration, and the member can pay for the guest attendance online while registering.

Upcoming events

    • 21 May 2024
    • 6:00 PM - 8:00 PM
    • North Carolina State University Club (4200 Hillsborough St, Raleigh, NC 27606)
    • 89

    Andrea Bruce is Senior Vice President, Managing Director of Comerica’s Specialty Wealth Solutions Division, responsible for Estate Settlement Services, Specialty Asset Management, Special Needs Solutions, Charitable Trust Services, IRAs, ILITs and Private Wealth Trust Administration. Andrea has been with Comerica Bank for almost 30 years, starting her career on the commercial lending side of the bank. In the late 1990’s, she joined the personal trust area of Comerica, specializing in working with trust and estates with ownership of closely held business interests. Since then, Andrea has held positions of increasing responsibility, though always working closely with trust grantors, trust beneficiaries and their families to ensure their financial and legacy preservation goals are achieved.

    Andrea has been a Certified Financial Planner since 2005. She is a graduate of University of Michigan-Dearborn with a Bachelor of Business Administration and Wayne State University with a Master of Business Administration.  Andrea is an experienced leader with demonstrated success in growing revenue, managing fiduciary risk, talent development, change management and driving continuous improvement.

    In her spare time, Andrea is enjoys competing her dressage horses and gardening. 

    Celebrity Estate Planning- Lessons Learned and Practical Issues

Past events

19 Mar 2024 P. THORNTON WITHERS Presents How to Protect your Clients with Property & Casualty Insurance
23 Jan 2024 Laura Hinson (Washington National Tax)– Top Mistakes in Gift Tax Returns
14 Nov 2023 Elie Foye (Wyrick Robbins) – Charitable Updates and Developments
19 Sep 2023 Jason Christie – Triangle Economic Environment
16 May 2023 Transition Planning for Privately Held Businesses and Estate Planning Opportunities
21 Mar 2023 Estate Planning for Firearms
17 Jan 2023 Will the Economy Return to Normal in 2023?
15 Nov 2022 Chapter Meeting -Life Insurance: A Quick Tour Through the Fundamentals and the Future
20 Sep 2022 An Introduction to Digital Privacy Presented by Tom Aldrich of 360 Privacy
17 May 2022 Protecting Your Assets in a Litigious Society and Action Required: Voting for Board of Directors
22 Mar 2022 March Member Meeting
16 Nov 2021 Successful Succession of the Private Held Business and Wealth
18 May 2021 Speed Learn At Lunch Time! Three Niche Trusts: An Overview Of Pet, Gun and Incentive Trusts
16 Mar 2021 Health Savings Accounts ("HSAs") as Valuable Tools for Financial Planning: An Update for Advisors
19 Jan 2021 The Setting Every Community Up for Retirement Enhancement (SECURE) Act
17 Nov 2020 A Post-Election Discussion. "Now What?"
15 Sep 2020 Economic Outlook, Michael L. Walden, PhD
19 May 2020 May 19 Virtual Meeting and Action Required: Voting for Board of Directors
17 Mar 2020 Cocktail Party Questions: Are you in the know?
21 Jan 2020 The Gold Standard: Has its time come again?
19 Nov 2019 Elder Care is a Team Sport
17 Sep 2019 Cyber Risk and Privacy Concerns Faced by the High Net Worth
21 May 2019 Annual Joint Meeting with Durham-Orange Estate Planning Council
19 Mar 2019 Late-Cycle Considerations for Business Owners
15 Jan 2019 Higher Education Funding
13 Nov 2018 SUL: A Tax-Advantaged High Performance Asset
18 Sep 2018 Significant, Curious or Downright Fascinating Fiduciary Cases
15 May 2018 What's New In The World Of Charitable Giving?
20 Mar 2018 The Price of Promises
16 Jan 2018 NC Uniform Power of Attorney Act: Success through Preparation
14 Nov 2017 Fine and Decorative Arts, the Marketplace in an Era of Transition
19 Sep 2017 September: Regarding Alzheimer's...
16 May 2017 Federal Legislative and Regulatory Update
21 Mar 2017 Retirements Benefits and Special Needs Trusts
17 Jan 2017 Proper Firearms Disposition in Estate Settlements
15 Nov 2016 Marketing Panel: Building your Professional Brand and Reaching your Target Client
20 Sep 2016 Economic Outlook: Michael L. Walden, PhD
17 May 2016 How Smart Philanthropy Benefits Clients and Advisors by Ruth Samuelson
22 Mar 2016 Planning with Retirement Benefits by John Cella
19 Jan 2016 Legislative Update on NC Tax Law Jonathan Tart and Cindy Averette
12 Nov 2015 Cyber Security and Identity Theft by Nimasheena Burns
22 Sep 2015 Recent Updates for Estate Planning and Fiduciary Law by Linda Johnson
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