Next Meeting:
Wednesday, November 2, 2022
Meeting #2 - BDITs and BDOTs
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October 12, 2022
Meeting #1 - Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, Evercore Wealth Management, LLC
See Event Details
November 2, 2022
Mitch Drossman - Bank of America
February 8, 2023
Meeting #3 - Ensuring Your Client's Good Fortune Does Not Become a Misfortune for their Children
Jill Shipley - Tiedmann Advisors
March 8, 2023
Meeting #4
Paul Lee, Northern Trust
May 10, 2023
Annual Meeting
Stephanie Loomis-Price
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