You must be logged in to view the member directory. Login now.
May 21, 2019
STUDY GROUP- Webinar "The Generational Solution, Creating Generational Wealth"
Leonard Renier- Founder of the Wealth & Wisdom Institute
See Event Details
June 11, 2019
Annual Officers’ Conferment Dinner
June 20, 2019
STUDY GROUP- Webinar- "Ethical Wills "
Dr. Eric L. Weiner, MSW
July 18, 2019
STUDY GROUP- Webinar- "Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment"
Kim Kamin Chief Wealth Strategist and Advisor, Gresham Sustainable Wealth Management, and other panelists
August 15, 2019
STUDY GROUP- Webinar- "Technology in Your Practice"
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)