Next Meeting:
Tuesday, August 6, 2024
How Do We Support a Caregiver?
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WE ARE A GROUP OF FINANCIAL AND LEGAL PROFESSIONALS COMMITTED TO BETTERING OUR CLIENTS, BUSINESSES AND COMMUNITIES BY PARTNERING TOGETHER TO SHARE INFORMATION IN OUR EVER CHANGING WORLD OF FINANCES AND ESTATE PLANNING.
August 6, 2024
LeeAnn Allman
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October 1, 2024
“The Economics of Charitable Remainder Trusts: The Best Kept Secret Hiding in Plain Sight”
Robert Birgen CFP CIMA
December 3, 2024
HOLIDAY DELIGHT
TBD
See Full Calendar
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