Next Meeting:
Thursday, October 10, 2024
October Breakfast Meeting: Howard S. Krooks: The Use of Trusts in Government Benefits Planning
Site Links:
You must be logged in to view the document library. Login now.
October 10, 2024
Howard S. Krooks, Cozen O'Connor
See Event Details
November 7, 2024
November Dinner Meeting: Michael A. Dribin: Legislative Updates including Income and Principal Act
Michael A. Dribin, Trust and Estates Attorney at Harper Meyer
December 5, 2024
December Breakfast Meeting: Philip Herzberg: What impact will the 2024 elections have on your financial plan?
Philip Herzberg, Lead Financial Advisor at Team Hewins
January 23, 2025
Coral Gables EPC Happy Hour Sponsored by Seacoast National Bank
See Full Calendar