MEMBERSHIP MEETING
| Location
|
Tuesday January 16th Topic: Client Inventories Speaker: Carol Kaufman | Zoom |
Monday February 12th Topic: Tax Prep Speaker: TBD | Zoom |
Monday March 11th Topic: Digital Marketing Speaker: Mike Visconti | Zoom
|
Monday April 8th Topic: Helping Clients Prepare and Administer Estates | Zoom |
Monday May 6th Topic: Planning for People with Disabilities Speaker: David Cutner | Zoom |
Monday June 10th Topic: Speaker: | In Person – More details to come |
Thursday July 11th Topic: Speaker:
| Zoom |
August No Meeting
| No Meeting |
Thursday September 5th Topic: Facility Tour & Networking Location: Coterie Senior Living | In Person |
Thursday October 3rd Topic: Tax Planning Speaker: TBD | Zoom |
Thursday November 7th Topic: Estate Planning for Non-Traditional Families Speaker: Steven Katz
| Zoom |
Thursday December 5th Topic: Holiday Party Location: TBD
| More details to come. |