Next Meeting:
Wednesday, February 17, 2021
Private Placement Life Insurance: A New Perspective On Insurance
Site Links:
Programs Chair Nicole T. Harrigan, CPA, AEP®
Estate Planners Day Chair Anne Roediger, CPA, AEP®
Membership Chair Christina Noz
Continuing Education Chair Angela M. Caballero, CFP®
February 17, 2021
Mary Ann Mancini, Loeb & Loeb LLP, Washington, DC
See Event Details
March 17, 2021
Future of Our Practices: Reading the Tea Leaves
Panel
April 21, 2021
Planning so the IRS Doesn’t Peek Under the Hood
Christopher Siegle, JPMorgan Chase, Paradise Valley, AZ
See Full Calendar
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