Next Meeting:
Wednesday, January 21, 2026
Market and Economic Update
Site Links:
You must be logged in to view event details. Login now.
January 21, 2026
Dennis Stearns, CFP®, Founding Partner & Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA, Partner, Stearns Financial Group
See Event Details
March 18, 2026
Understanding Behavioral Finance to Maximize Your Financial Outcomes
Richard Leib, CIMA, Regional Director, Fidelity Institutional
May 13, 2026
Name, Image, Likeness (NIL) What Estate Planners Need to Know (part 1)
James Hefferan, E-Discovery of Counsel Kilpatrick Townsend & Stockton
See Full Calendar
Join our Mailing List!