Wednesday, December 16, 2020
Trends in Insurance Planning During a Pandemic Environment
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December 16, 2020
Jessica Wong, CPA, CLTC, Wealth Management Advisor, Northwestern Mutual
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January 20, 2021
Family Succession Planning
Pierre DuPont, Partner, Cerity Partners
February 10, 2021
Qualified Opportunity Zone Funds
Michael Jordan, CPA, Managing Director, & Joe Gill, CPA, Managing Director, Andersen
March 24, 2021
Stephen M. Napier, Esq., Berkowitz, Trager & Trager, LLC
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