Next Meeting:
Thursday, December 7, 2023
Breakfast Meeting Webinar: The Cryptocurrency Landscape for the T&E Community - Fall 2023 Edition
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December 7, 2023
John L. Varga, III, ASA, Managing Director/Partner, MPI
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January 17, 2024
Breakfast Meeting Webinar: The Importance of Building Cause-Marketing Into Your Practice
Tom Henske, CFP®, ChFC, CLU, CFS, CTS, CES, CLTC, The Affluent Insurance Advisor
February 7, 2024
2024 Heckerling Highlights
Jeremiah W. Doyle, IV, J.D., LL.M., Senior Estate Planning Strategist, BNY Mellon Wealth Management
March 13, 2024
Breakfast Meeting Webinar: Creative Charitable Planning Strategies for 2024
Dennis Ladd, Vice President, Charitable Planning Consultant, Fidelity Charitable
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