Next Meeting:
Wednesday, January 27, 2021
How Financial Planning Can Aid Estate Planning
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January 27, 2021
Robin Sherwood, CFP®, Executive Vice President and Chief Compliance Officer, HTG Investment Advisors Inc.
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February 10, 2021
Qualified Opportunity Zone Funds
Michael Jordan, CPA, Managing Director, & Joe Gill, CPA, Managing Director, Andersen
March 24, 2021
Topic TBA
Stephen M. Napier, Esq., Berkowitz, Trager & Trager, LLC
May 12, 2021
Life Settlements
Jack Elder J.D., LL.M (Taxation), Vice President, Coventry
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