Thursday, October 6, 2022
October Roundtable Discussion Breakfast - The Role of a Care Coordinator
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October 6, 2022
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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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