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Past Meeting Topics


Past speakers over the last 12 months have included:


Griffin Bridgers, J.D., LL.M., presented "New Adventures in Reporting Beneficial Ownership Under the Corporate Transparency Act."


Alissa Bowers will presented the 2024 Annual Tax Update


Jamie Sarche, Director of Pre-Planning at Feldman Memorial, presented "To Create a More Meaningful Life, Embrace the Fact of Death, Make Plans Now"


Divorce Changes Everything: Find Your Independence presented by Jenne Trembley, CFP®


Planning for a Loved One with Special Needs presented by Kevne Sharpe, CFP®, ChSNC®, AEP® of Mariner Wealth Advisors and Beth Mitchell, Esq. of Ambler Keenan Mitchell Johnson



Fraud Detection and Prevention presented by Sabrina Ivey, CPA/PFS, CIA with GDP Investment Advisors, Inc.



Picasso or Porsche? Understanding Collections as Financial Asset: A Thought Leadership Seminar presented by DeJean Harden, Private Client Advisor at Brown & Brown, Zach Hazelhurst, Territory Manager at Hagerty, and Kimberly Hong, Senior Appraiser & Advisor at The Fine Art Group



Considerations in Using Real Estate as a Wealth Generation and Wealth Transfer Tool presented by Heidi Gassman, Esq. with Moye White, LLP, Zack Otte, with Plante Moran REIA, and Kelly Kozlowski and Susan Adams with Hive Homes Colorado