Upcoming Networking Events
Guardians of Intent: From Planning Desk to Courtroom Bench
Join Lilian Cazacu & Suzannah Denholm to explore common estate planning issues and strategies to safeguard clients’ wishes. REGISTER TODAY! Lilian's Bio: As a trained [...]
Economic Update
SPEAKER: Justin Hahn, Macro Strategist/Partner – Genus Capital Management More details to follow!
Navigating Disability: An Accountant’s Guide to Informed Estate Planning
More details to follow!