Next Meeting:
Thursday, November 7, 2024
November Dinner Meeting: Michael A. Dribin: Legislative Updates including Income and Principal Act
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November 7, 2024
Michael A. Dribin, Trust and Estates Attorney at Harper Meyer
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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
February 6, 2025
February CGEPC Breakfast Meeting: Northern Trust: Lesser used tools and planning strategies.
Northern Trust
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