"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 […]

2024 Market Recap and 2025 Forecast Guest Speaker: T.J. McConville, Chief Investment Officer Becker Capital Management