Past Events

March 11, 2021 Issues Associated with Planning for Minors
January 14, 2021 Evolution of Long-Term Care Insurance
Richelle Callazo
November 12, 2020 Charitable Planning
Michael DiPaolo
September 10, 2020 Social Event
May 13, 2020 Social Meeting
March 12, 2020 SECURE Act
Eric Johnston CFP, AIF and Robert Jeter II CFP, CRPC
January 9, 2020 Social Security Planning
Michael J Graci, AIF, ARPC
November 14, 2019 Estate Planning considerations related to firearms
Senator Dave Lawson
September 5, 2019 Planning with Digital Assets
Lawrence J Macklin; Esq. CPA, AEP
May 16, 2019 Social Event
March 14, 2019 Guardianships
Master Patricia Griffin
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