Next Meeting:
Wednesday, April 24, 2024
Estate and Exit Planning Pitfalls and Opportunities
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April 24, 2024
Michael T. Clear, J.D., Partner, Wiggin & Dana; Cheri Mazza, CPA, ABV, CVA, CFF, MAFF, Partner, PKF O’Connor Davies; Todd N. Robison, CLU®, President, Cedar Point Financial Services LLC; Christopher Martens, CIC, CWCC, CPRIA, Assured Partners, Moderator
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May 8, 2024
The Global Capital Markets – Opportunities & Risks – in a Presidential Election Year Amidst Global Unrest & Uncertainties
Scott Nevins, Principal, and Ben Goetsch, CFA and Senior Investment Strategist, Bernstein Private Wealth Management
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