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UPCOMING EVENTS

September 22, 2020

Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients

Diane Menio, Melissa Hakim, Tony Montgomery, Tina Hess and Alison Sprankle

November 17, 2020

Business Succession Planning

National Speaker Ginger Mlakar, JD, CPA, AEP®

February 18, 2021

Cocktail Hour and Hors D'oeuvres Social

To be announced

April 27, 2021

April 2021 Luncheon

To be announced