Next Meeting:
Thursday, November 13, 2025
Dinner Meeting: Year-End Planning for High Net Worth Clients: Advanced Techniques
Site Links:
We're sorry, we could not find the event you were looking for. Back to events.
March 12, 2026
Dinner Meeting: Overdue Overview Review on Florida Asset Protection
Michael Sneeringer
See Event Details
November 13, 2025
TBD
December 9, 2025
Lunch & Learn: Common Advisor Concerns When Working with Clients in Grief
Chris Dale
January 15, 2026
Dinner Meeting: TBD
February 10, 2026
Lunch & Learn: Undue Influence and the Vulnerable Adult
Jonathan Paul
See Full Calendar
