Council Information

January 27, 2021

The Best Tax & Estate Planning Ideas For 2021 And Beyond

Martin M. Shenkman, CPA, MBA, PFS, AEP , JD

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

TBD

UPCOMING EVENTS