Member Meeting
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 […]
