PANEL: COLLABORATION BETWEEN PROFESSIONALS
TO BEST SERVE A CLIENT AFTER AN INITIAL MEETING

Guest Speakers:

Tim Schiller, CPA, Opsahl & Dawson

David Woodson, Financial Planner, Laurus Wealth Management

Michael Phillips, Esq., Landerholm & Associates

Moderator:

Hal Abrams, Hal J. Abrams Planned Giving Consultant

Schedule:

5:00 p.m. — Social/Networking
5:30 p.m. — Dinner Service and Speaker Presentation