Next Meeting:
Thursday, March 7, 2019
TOPIC: Insurance Planning Horizons in a Fiduciary World
Site Links:
You must be logged in to view the document library. Login now.
March 7, 2019
Steve Briggs and Larry Adams, Longevity Quest
See Event Details
April 4, 2019
TOPIC: Elder Capacity Issues
Judy Shepura, Dominick, Feld, Hyde P.C.
May 2, 2019
TOPIC: Charitable Gifting Strategies
Bill High - The Signatry and Peter Dobelbower - Hobby Lobby
September 5, 2019
TOPIC: Post Mortem Tax Elections Available to the Executor
Jeremiah W. Doyle, BNY Mellon
See Full Calendar