Next Meeting:
Tuesday, March 10, 2026
Luncheon: Discovering, Crystalizing, and Achieving Client Objectives sponsored by BNY Wealth
Site Links:
Add to My Outlook Calendar
Add to My Google Calendar
RESERVE ONLINE HERE
See Upcoming Event Calendar
March 10, 2026
Allen Hensley, CLU®, ChFC®, MSFS, AEP®
See Event Details
March 26, 2026
March 2026 Virtual Networking
April 22, 2026
Independence Breakfast: Famous Estates, Familiar Problems: Applying Lessons from Celebrity Estates to Private Client Planning presented by PNC Bank
Dana DeCapite, Joe Ferraro, and Kate Wensink
May 12, 2026
Annual Joint Luncheon with Tax Club: Buy/Sell Agreements sponsored by Western Reserve Trust Company
Tami Bolder and Jason Harris
See Full Calendar
Join our Mailing List!
