Next Meeting:
Thursday, November 13, 2025
Dinner Meeting: Year-End Planning for High Net Worth Clients: Advanced Techniques
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March 12, 2026
Dinner Meeting: Overdue Overview Review on Florida Asset Protection
Michael Sneeringer
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November 13, 2025
Ted Nappi
December 9, 2025
Lunch & Learn: Common Advisor Concerns When Working with Clients in Grief
Chris Dale
January 15, 2026
Dinner Meeting: TBD
TBD
February 10, 2026
Lunch & Learn: Undue Influence and the Vulnerable Adult
Jonathan Paul
See Full Calendar