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FEATURED EVENTS

March 12, 2026

Dinner Meeting: Overdue Overview Review on Florida Asset Protection

Michael Sneeringer

See Event Details

November 13, 2025

Dinner Meeting: Year-End Planning for High Net Worth Clients: Advanced Techniques

TBD

See Event Details

December 9, 2025

Lunch & Learn: Common Advisor Concerns When Working with Clients in Grief

Chris Dale

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January 15, 2026

Dinner Meeting: TBD

TBD

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February 10, 2026

Lunch & Learn: Undue Influence and the Vulnerable Adult

Jonathan Paul

See Event Details

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