Member Renewal

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- Family Office Symposium May 20, 2025
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2024-2025

Membership dues for 2024-2025 are now being accepted. If you have not already done so please be sure to forward your photo for inclusion in the online directory.

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FEATURED EVENTS

May 20, 2025

Family Office Symposium and Annual Membership Meeting

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UPCOMING EVENTS

April 22, 2025

Practice Management Lunch-and-Learn | Bridging the Talent Gap: Building the Next Generation of Estate Planning Professionals

Jennifer Zelvin McCloskey, Zelvin Law

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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

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June 30, 2025

Student and Associate Membership Dues (2024-2025)

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June 30, 2025

No Show Fee

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See Full Calendar

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