Next Meeting:
Wednesday, September 27, 2023
Case Study Collaboration Exercise
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September 27, 2023
Katti Esp and Justin Gross
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November 8, 2023
How to Provide Proper Financial Care and Advocacy for Your Vulnerable Clients
John Gardner, CPA, CPGC
January 17, 2024
Goal-based Wealth and Tax Management for Long Term Care and Medicaid Planning
Ted Markow CFP, CLU
March 20, 2024
Legacy with Impact: Intentional Giving & Planning Options for Clients
Elena Thandiwe Pullen-Venema
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