Upcoming Events

• Estate Planning for Younger Couples / Individuals and Estate Planning for Retirees

  Our panelists will discuss two important topics and their experiences with each. The first hour will address Estate Planning for Younger Couples and Individuals. The panelists will provide an overview of the documents to look out for, the provisions to … Continue reading →
  Date and Time:September 25 @ 8:30 am Speaker:Tracy Zihmer, JD Location:Southpointe Golf Club

• 11th Annual Financial “Four”um

  Speakers and Sponsors are wanted! To sponsor the 11th Annual Financial “Four”um, click here! To submit a proposal to present, click here!
  Date and Time:October 30 @ 8:00 am Speaker:Variety of speakers throughout entire day Location:Doubletree Cranberry