Next Meeting:
Tuesday, December 13, 2022
Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
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December 13, 2022
Cannon Teleconference
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December 15, 2022
Timeless Teams - Rules for Building Teams Across Generations and Geographies
John Meyer
January 19, 2023
Divorce Panel
Tim Stotz, CPA/CVA, Woltman Group; Shelly Munson, Woods Fuller; and TBA
February 16, 2023
Investments
Linda Duessel, Federated Hermes
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