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December 2019
December 2019 General Breakfast Meeting
Topic: Year End Tax Planning - Panel of CPA’s Panel: Patricia Bell Harik, CPA, MST, Cindy Rustanius, CPA & Natallia Ioannou, CPA, CPE, MBT REGISTER NOW
Find out more »January 2020
January 2020 General Breakfast Meeting
Speaker: Andy Katzenstein Topic: Case Law
Find out more »February 2020
February 2020 General Breakfast Meeting
Speaker: Steve Barlam Topic: Undue Influence TITLE: ELDER FIDUCIARY ABUSE: Mitigating the Risk and Making a Difference Audience: Legal / Financial Professionals working with older adults and their family members Point of View: Elder Abuse (and especially fiduciary abuse) is prevalent, and under reported, you need to know about it, and understand what you can do to protect vulnerable clientele and in some cases prevent it from happening. Defining what it is How big an issue is it / prevalence…
Find out more »March 2020
March 2020 General Breakfast Meeting
Speaker: Jan Jessie Jocoy Topic: Personal Property Issues
Find out more »April 2020
April 2020 General Breakfast Meeting
Speaker: Golnaz Yazdchi Topic: Strategies to End the Family Feud PLEASE NOTE THIS IS THE 3RD THURSDAY OF APRIL
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