Past Events
October 8, 2024 |
Cyber Security Needs a Seat at the Table
Lynne Caputi and Derek Meixell |
September 10, 2024 |
Sharing information to create an impact in a community you love.
George Ferrari, Perri LoPinto, Michael Ramos, and Megan Barber |
May 14, 2024 |
Estate Planning Tips and Nuggets
Marty M. Shenkman, CPA, MBA, PFS, AEP, JD |
March 12, 2024 |
Insights and Updates on Gift Planning
Carine Hails, Esq. |
February 13, 2024 |
What Every Estate and Financial Planning Professional Should Know About Special Needs Planning
Tara Anne Pleat, Esq. |
January 16, 2024 |
Tax Law Updates
Sciarabba Walker & Co., CPAs |
November 14, 2023 | Do Your Clients (or YOU!) Have Unclaimed Funds? |
October 10, 2023 |
Long Term Care Planning
Whicliff Bihayi |
September 12, 2023 |
Medicaid Planning
Kristen K. Luce, Partner, Coughlin & Gerhart, LLP |
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