Annual Professional Networking Event
Join your fellow estate planning and elder care professionals as we present case studies and share how we can give and receive referrals to help our clients and grow our business.
Attorneys, insurance and financial service professionals, CPAs, planned giving professionals and senior service providers:
Meet, Greet, Network - with your colleagues and find out how you can help each other to grow your business at this FREE professional networking event!
Special Theme for 2019-20 year – The theme for this year will center on “Planned Giving” as a part of estate planning. The case studies tonight will all include charitable giving as part of the cases discussed.
Stay tuned for our announcement of a Planned Giving Symposium later this year!
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