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November 5, 2024

YOUR CLIENT IS IN CHARGE, but THEY NEED DIRECTION

William R. Verhagen CFP®, CPA*, CFS, CLU®, ChFC®, CASL®, RICP®,

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December 3, 2024

HOT TOPICS IN THE ESTATE PLANNING WORLD

A Panel Discussion Featuring Area Professionals

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January 21, 2025

SUNSET of GIFT & ESTATE EXEMPTION

Jason Palmisano, J.D., LL.M

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February 11, 2025

PHILANTHROPIC LEADERSHIP in NORTHEAST FLORIDA

Isaiah Oliver

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UPCOMING EVENTS