Next Meeting:
Thursday, October 7, 2021
Virtual Roundtable Discussion - Politics, Policy & Legislation
Site Links:
Enter your information below to be added to our mailing list.
January 18, 2022
January Joint Council Membership Meeting: Charitable Gifts of Non-Cash Assets
Bruce Geiss, Mary Beth Tarter & John Scibek
See Event Details
October 7, 2021
Jonathan Fitzgerald, JD, CPA
October 19, 2021
October Membership Meeting: Preparing Clients for Legislative Updates
TBA
November 4, 2021
Roundtable Continental Breakfast: Life Insurance in Rising Tax Environments
R. Marshall Jones, JD, CLU®, ChFC®, AEP®
November 16, 2021
November Membership Meeting: Charitable Planning Strategies
Vicki Pugh, CFRE, CAP
See Full Calendar
Join our Mailing List!
