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UPCOMING EVENTS

October 6, 2022

October Roundtable Discussion Breakfast - The Role of a Care Coordinator

Andrea Albertini

October 18, 2022

October Speaker Dinner Meeting - Formula General Power of Appointment - New PLR

Edwin P. Morrow, III, J.D., LL.M., MBA, CFP®, CM&AA®

November 3, 2022

November Speaker Breakfast Meeting - Jeffrey T. Getty

Jeffrey T. Getty, MS TAX, CFP®, AEP®

November 15, 2022

November Roundtable Discussion Breakfast - Tales from the Trenches

Matthew Thibaut, Esq. & Nathan Flah, MSF

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