Upcoming Events


September 21, 2023 Members Joint Social  – Space is Limited – 4:30 PM- 6:30 PM Information Here 

October 13, 2023 – “The 1980’s Are Calling! It’s Time to be Gift Planners Again!” A Look at What’s “Trending” in Gift Planning Today- In Person Program – Philip A. Watson, Gift Planning Coaching & Consulting, LLC – Register here

November 10, 2023 – Death, Taxes and Family Fighting: A Guide to Effective Estate Planning – Virtual Program – Polly Bartle Blomquist, J.D., Complete Estate & Probate Law Register Here