Next Meeting:
Tuesday, December 9, 2025
Lunch & Learn: Common Advisor Concerns When Working with Clients in Grief
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March 12, 2026
Dinner Meeting: Overdue Overview Review on Florida Asset Protection
Michael Sneeringer
See Event Details
December 9, 2025
Chris Dale
January 15, 2026
Dinner Meeting: TBD
TBD
February 10, 2026
Lunch & Learn: Undue Influence and the Vulnerable Adult
Jonathan Paul
April 7, 2026
Lunch & Learn: The Role of Artificial Intelligence and Technology in Estate Planning
Greer Pressly
See Full Calendar