Next Meeting:
Wednesday, October 24, 2018
West Side Breakfast - Insurance Planning in Today’s Marketplace - It is not your Grandfathers Buick! sponsored by Sequoia Financial Group
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October 24, 2018
Elaine B. Eisner, JD
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November 13, 2018
Effectively Using Beneficiary Designations on Retirement Accounts sponsored by Zinner & Co., LLP
J. Paul Fidler
December 11, 2018
Reforming Trusts via Decanting, PSAs and Other Techniques sponsored by Key Private Bank
TBD
January 8, 2019
Fiduciary Tax Considerations sponsored by PNC Wealth Management
Jessica Tepas
See Full Calendar
