Next Meeting:
Wednesday, November 13, 2024
Breakfast Webinar: Planning on AI: The Future of Estate Planning in the Age of Artificial Intelligence
Site Links:
There are currently no sponsors listed on this page. Please contact us to list your company on our Sponsors page.
November 13, 2024
Ross E. Bruch, Senior Wealth Planner, Brown Brothers Harriman & Co.
See Event Details
December 11, 2024
Social Media / Cybersecurity
Richard Landau, M20 Associates, LLC
January 22, 2025
Breakfast Webinar: The Generationality of Work Today
Jonathan Sheppard, President & CEO, J. Sheppard Associates
February 5, 2025
Behind the Curtain: How Corporate Trustees Make Decisions
Jaclyn G. Fetter, J.D., LL.M., Senior Fiduciary Counsel, and Peter Slater, Senior Fiduciary Counsel, Bessemer Trust
See Full Calendar
Join our Mailing List!