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July 2022
Board Meeting – All Board Planning Meeting
Annual Planning Meeting - All Board members Agenda: Introduction of New Board Members Board Responsibilities Financials Sponsorship Professional Development Venue/ Logistics Happy hour
Find out more »August 2022
Kevin Quinn, Trustee Planning – Independent, Family or Corporate
Texas Trustee | Kevin Quinn (trusteetexas.com) Kevin Quinn views his role as your trustee as being similar to a conductor by orchestrating and working with your team of financial professionals and attorneys to effectively serve you, the trust maker, and your beneficiaries, to ensure that your goals are met. His goal is to offer a fresh approach that allows each trust and beneficiary he serves to receive maximum flexibility and receptiveness to their needs. In his career, Kevin has…
Find out more »September 2022
Employee Benefits Risks to Owners, Danny O’Connell
Details to come
Find out more »October 2022
Demystifying Reverse Mortgages
Harlan Accola Fairway Independent Mortgage Corporation
Find out more »November 2022
“From this day Forward” Women and Wealth Management
It's estimated that 98% of women will be 100% responsible for their finances at some point in their lives. Why this matters is the subject of 'From This Day Forward.' Carrie Sayre About Me (carrieconsulting.com)
Find out more »December 2022
January 2023
Insuring a better world fund: A new method for charitable donations of life insurance
David Simon Insuring a better world fund: A new method for charitable donations of life insurance
Find out more »February 2023
Premium Finance
Michael Setzer
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