Next Meeting:
Site Links:
You must be logged in to view the member directory. Login now.
July 26, 2022
STUDY GROUP- Webinar- "Rewirement: Rewiring the Way You Think About Retirement"
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®
See Event Details
August 16, 2022
STUDY GROUP- Webinar "An Overview of Planning and Issue Spotting for Multinational Individuals and Families 3"
Alexander A. Bove, Esq. and Karen L. Witherell
September 20, 2022
STUDY GROUP- Webinar: " Current Issues in Estate and Gift Tax Audits and Litigation "
John W. Porter, B.B.A., JD, AEP® (Distinguished)
October 25, 2022
STUDY GROUP- Webinar: "Family Matters: How Business-Owning Families Can Work Together for a Unified Future"
Claudia B. Sangster
November 29, 2022
STUDY GROUP- Webinar: TBA
TBA
December 27, 2022
Join our Mailing List!
.jpg){kind=logo}
