| December 2, 2025 |
Onboarding New Clients & the Fundamentals of Conflict of Interests
Joel A. Osman |
| October 7, 2025 |
PROTECT YOUR ESTATE- Critical Premarital & Post-Marital Agreement Strategies
RICHARD F. SPERLING Attorney & Mediator |
| August 5, 2025 |
BEWARE- New Guidelines & Forms to Buy or Sell Real Estate
Jennifer Felten, Esq. |
| May 6, 2025 |
The Estate Audit: What You Hope is Done Before Mom Dies
Josh Yager Esq. CFP |
| February 4, 2025 |
Estate & Special Needs Latest Changes INAUGURAL EVENT 2025 SEASON
JOLENE BLACKBOURN- Estate Planning Attorney |
| December 3, 2024 |
“The Economics of Charitable Remainder Trusts: The Best Kept Secret Hiding in Plain Sight”
Robert Birgen CFP CIMA |
| October 1, 2024 |
Gerontology "Art or Science?" What You Don't Know Can Kill You!
Mary McDonald Winners Gerontologists & Elder Care Expert |
| August 6, 2024 |
How Do We Support a Caregiver?
LeeAnn Allman |
| August 6, 2024 |
Special membership
tbd |
| May 7, 2024 |
TAXES INVESTING & REAL ESTATE 2024
Brandon Berman TOTAL WEALTH SERVICES CFP CPA |
| February 6, 2024 |
2024 KICKOFF MEETING
TBD |
| December 5, 2023 |
Darrell Brooke's Christmas Cheer
Darrell Brooke Esq. |
| October 3, 2023 |
INVESTING IN MUTI-UNIT APARTMENT STATEGIES VS REALTY
KIRAN DHILLON |
| August 1, 2023 |
ISSUE SPOTTING IN COMPLEX DIVORCE CASES – WHAT YOU DON’T KNOW COULD HURT YOU AND YOUR CLIENTS
Ashley A. Andrews, APC |
| May 1, 2023 |
CEPC- Citrus Estate Planning Council MEET & GREET
Joshua Arce- The BRAIN CELL |
| February 1, 2022 |
Feb meeting
|
| August 4, 2020 |
INFORMATION SECURITY for YOUR BUSINESS
Ms. Kimberly Pease CISSP |
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