Next Meeting:
Wednesday, January 27, 2021
The Best Tax & Estate Planning Ideas For 2021 And Beyond
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January 27, 2021
Martin M. Shenkman, CPA, MBA, PFS, AEP , JD
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February 24, 2021
What is the BIGGEST RISK and EXPOSURE your client has? The FIRST and FOREMOST Asset Protection all of your clients MUST do and have!
Betsy Clement, CAPI; National Vice President/Leader, Private Client Group/US, Gallagher Risk Management Services
March 24, 2021
March Event
TBD
May 12, 2021
May Event
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