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October 10, 2023

Luncheon: Issues and Solutions When Planning for Disability sponsored by Cleveland Clinic Planned Giving

Janet Lowder

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November 14, 2023

Luncheon: Economic Update from Federal Reserve sponsored by Fairway Wealth Management, LLC

Guhan Venkatu

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December 6, 2023

Breakfast: Ohio Estate and Trust Legislative Update sponsored by HW & Co.

Lisa Monihan

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January 9, 2024

Luncheon: The CX Factor: How To Deliver An Exceptional Client Experience sponsored by Stout

Alyson Fieldman

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