(Bring your own lunch & beverage)
RSVP Today! A Zoom link will be sent to you on your registration.
Join us to share in an informal peer-to-peer setting.
OPEN MEETING
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 our own family.
Bring an open mind, your highest professionalism and your willingness to listen.
AGENDA:
11:30 am: Log in complete. Introductions
noon: discussion
1:00 pm: Adjournment