Next Meeting:
Tuesday, September 22, 2020
Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients
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September 22, 2020
Diane Menio, Melissa Hakim, Tony Montgomery, Tina Hess and Alison Sprankle
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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
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