Member Meeting
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 […]
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
“Investment Strategy and Wealth Management Topics” Guest Speakers: Jason Norris, CFA & Brett Norris, CFP® Ferguson Wellman Capital Management 4:45 p.m. | Social/Networking 5:30-6:30 p.m. | Dinner Service and Speaker […]