Next Meeting:
Tuesday, April 22, 2025
Practice Management Lunch-and-Learn | Bridging the Talent Gap: Building the Next Generation of Estate Planning Professionals
Site Links:
May 20, 2025
Family Office Symposium and Annual Membership Meeting
See Event Details
April 22, 2025
Jennifer Zelvin McCloskey, Zelvin Law
April 30, 2025
Joint Councils Meeting - Guiding Through Grief: Practical Strategies for Supporting Clients and Families After a Life-Changing Diagnosis or End-of-Life Transition
Nancy Fagan, CMC, Continuum Care Strategies; Melinda Merk, McCandlish Lillard; Fran Tilton Shelton, Faith & Grief Ministries
June 30, 2025
Student and Associate Membership Dues (2024-2025)
No Show Fee
See Full Calendar
Join our Mailing List!
