Dinner Meeting: Year-End Planning for High Net Worth Clients: Advanced Techniques
Date: Thursday, November 13, 2025
Time: 5:30pm - 8:00pm
Location: Citrus Club of Orlando (255 S Orange Ave, Suite 1800, Orlando, FL 32801)
Speaker: TBD
*Note: Continuing education is provided for Attorneys (CLE), Certified Financial Planners (CFP), Certified Trust and Fiduciary Advisors (CTFA), and Certified Public Accountants (CPA). CE is only available for members.
Thank You to our 5 Minute Sponsor Ashar Group
Thank You to our November Dinner Sponsors https://trivergenttrust.com/ and https://www.deanmead.com/
Login now to register for this event.
