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