Next Meeting:
Tuesday, April 22, 2025
Practice Management Lunch-and-Learn | Bridging the Talent Gap: Building the Next Generation of Estate Planning Professionals
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May 20, 2025
Family Office Symposium and Annual Membership Meeting
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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
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