Member Meeting
Establishing A Strategic Giving Plan: Preparation for Pre-2026 Guest Speakers: Michael Phillips and Randy Grove Landerholm Mike Phillips focuses his practice on estate planning, probate, and trust administration. The cornerstone […]
Establishing A Strategic Giving Plan: Preparation for Pre-2026 Guest Speakers: Michael Phillips and Randy Grove Landerholm Mike Phillips focuses his practice on estate planning, probate, and trust administration. The cornerstone […]
Navigating the Value of Intangible Assets Guest Speaker: Richard Reynolds, CFA, MAFF Silverpine Group In this presentation, we will discuss what makes an intangible asset and how these assets are […]
Guest Speakers: Kripa Raguram and Jordan Patterson Perkins & Co "10 Income, Gift and Estate Planning Considerations"
"Diminished Capacity & Trusts" Jessie Minger, Guest Speaker Schwabe, Williamson & Wyatt 4:45 p.m. | Social/Networking 5:30-6:30 p.m. | Dinner Service and Speaker Presentation