Not Too Rich, Not Too Poor: Goldilocks Planning for the Middle-Rich Clients Who Need Our Help
Date: Thursday, October 3, 2024
Time: 3:00pm - 6:00pm
Location: The Club
Speaker: Turney Berry
3:00pm - 4:00pm Meeting; 4:00pm - 6:00pm Social
Joint meeting with FPA & Alabama Association of Charitable Gift Planners
