Meeting #3 - Ensuring Your Client's Good Fortune Does Not Become a Misfortune for their Children
Date: Wednesday, February 8, 2023
Time: 5:00pm - 7:30pm
Location: DuPont Country Club
Speaker: Jill Shipley - Tiedmann Advisors
MEETING NOTICE
RSVP by: Noon – Friday, February 3, 2023
Sponsors:
Newton One Advisors, LLC
To sponsor an event, please contact Mark Singer, Sponsorship Chair.
AGENDA:
- Cocktails: 5:00 pm
- Dinner: 5:45 pm
- Speaker: 6:30 pm (Jill Shipley - Tiedmann Advisors)
- Topic: Ensuring Your Client's Good Fortune Does Not Become a Misfortune for their Children
MENU:
- Petite iceberg salad with crumbled bacon, tomato, red onion and bleu cheese dressing
- Filet of salmon with black sesame citrus teriyaki glaze, seasonal vegetables, and starch
- Dulce de leche chocolate bombe
- VEGETARIAN: Penne pasta primavera, seasonal vegetables, asiago cream sauce
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