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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