See our Sponsorship Opportunities- 2020/2021 page for complete information about how to list your company on this page.
November 10, 2020
Study Group- Webinar: "Creative Ways to Fund Business Owner Retirement"
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
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November 19, 2020
November Meeting- “Post Election Planning”
Sanford J. Schlesinger
December 8, 2020
Study Group- Webinar: "Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth."
Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®
December 17, 2020
January 12, 2021
Study Group- Webinar: "Virtual Shift: How to Work Online with Meetings, Webinars and More"
Dean DeLisle, Founder and CEO, Forward Progress
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