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
See Event Details
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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