Next Meeting:
Tuesday, September 10, 2024
Qualified Small Business Stock Planning
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MEMBERSHIP Frances Sheehan,, Chair
PROGRAMS David Bloom, Chair
TECHNOLOGY Patrick Moran, Chair
SPONSORSHIPS Peter Bietz, Chair
HOLIDAY PARTY Donna Willis, Chair
September 10, 2024
Joseph M Armstrong, Esq. of Offit Kurman
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October 8, 2024
Philanthropy: How we can help clients make a difference
Cynthia Pritchard - Wells Fargo Bank , N.A.
November 12, 2024
Optimizing Insurance Strategies in a Changing Landscape
Michael DiFilippo, CLU, ChFC - 1847 Private Client Group
December 10, 2024
Holiday Party
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