Recap of 2023 and Forecast of 2024 Guest Speakers: Pat Becker TJ McConville Becker Capital Management Join us for an engaging meeting featuring Pat Becker, CEO & President, and TJ […]

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