Upcoming Networking Events

Speaker: Mark Jasayko, TD Wealth Topic: Economic Update Event sponsored by TD Wealth

Date: January 16, 2024 Speaker: Tony Bosch, Hub Financial Topic: Gifting Life Insurance Event sponsored by Avisar

FVEPC & CAGP Crossover Event Topic: High-value Estate Planning for a Reflective Legacy Speakers: Paul Nazareth, CAGP & Yogesh Bhathella, KPMG   Exclusively sponsored by [...]

Speaker: James Woods & Ellen Hong, Hamilton Duncan Topic: Blended Family Estate Planning Pitfalls Event sponsored by Hamilton Duncan