UPCOMING EVENTS
October 4, 2022
Intentional Planned Giving
Blake McKibbin, JD, ChFC, CLU, RBC Wealth Management Wealth Strategist
November 1, 2022
Interest Rates, Fixed Income, and the Macroeconomy
James Casler, CRPC, Lord Abbett Regional Manager of Advisor Services
January 3, 2023
Social Security
Eric Estelle, Senior Financial Planning Specialist II, Stifel Vice President Wealth Planning
February 7, 2023
Strange Statutory Foundations and Terribly Tricky Treasures in Trusts
Tom Simmons
