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Events will take place online unless otherwise indicated.

Upcoming Events

For Advisors

Best Year End Moves for Tax Pros and Financial Advisors

Nov 07, 2025

Join us for a program that will equip tax professionals and financial advisors with key strategies to help their clients finish the year strong.

Past Events

Jul 16, 2025

Professional Advisors Networking Reception 2025

Mar 28, 2025

Solving Your Client’s Retirement Asset Concerns with Charitable Giving

Nov 15, 2024

Strategic Year-End Tax Planning: Key Techniques for Success

Jul 16, 2024

Professional Advisors Networking Reception (PHOTOS)

Jun 14, 2024

2024 Tax & Financial Planning Tune-Up: Stay Ahead of the Changes

Jan 25, 2024

Webinar with Hon. Richard A. Robinson

Nov 28, 2023

The Case for Offering Charitable Giving Services

Jun 29, 2023

Professional Advisors Networking Reception

Feb 16, 2023

Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution (RECORDED)

Sep 22, 2022

It’s Not Ozzie and Harriet: Estate Planning for Modern Families