OPEN MEETING
Join us to share in an informal peer-to-peer setting. RSVP Today!
Bring:
RSVP Today!
All topics are fair game: from our professional work in the trustscape to the business of our practice, our journey as advisors, or issues on our firm and family.
Also bring an open mind, your highest professionalism and your willingness to listen.
AGENDA:
11:30 am: Networking
11:45 am: Call to order & Introductions
noon: announcements & reports
12:15 pm: Topic
1:45 pm: Adjournment