Next Meeting:
Wednesday, October 18, 2023
The Intersection of Business Succession, Exit, and Estate Planning
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October 18, 2023
Kenneth Alter, Managing Director, and Board Member, Planning Alliance, Woodcliff Lake, NJ and Shrewsbury, NJ
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November 15, 2023
What’s Hot and What’s Not in Financial Planning, Estate Planning, Business Planning, Life Insurance Planning, and More!
Alan Davidson, Esq.; Partner, Avelino Law, LLP
February 21, 2024
A Heckerling 2024 Review
TBD
March 20, 2024
March event TBD
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