Next Meeting:
Wednesday, November 13, 2024
Breakfast Webinar: Planning on AI: The Future of Estate Planning in the Age of Artificial Intelligence
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Please check back for program details forthcoming soon. Thank you.
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November 13, 2024
Ross E. Bruch, Senior Wealth Planner, Brown Brothers Harriman & Co.
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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
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