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Meeting Information


Meeting Dates for member year 2020-2021 are:

Friday, September 25, 2020: John Porter

Friday, October 23, 2020: Laurie Leigh-White, Benny Valek and Christopher Robinson: Is your client a candidate for an ESOP?  “ESOP 101”

Friday, November 20, 2020: Russell Hall, J.D. – A Fiduciary’s Duty to Insure and the Insurance Agent’s Duty to Advise

Friday, January 22, 2021: Margaret Sager - “Wonderland”: Situs of your Trust

Friday, February 26, 2021: Elisa Rainey – Special Needs Trusts

Friday, April 23, 2021: Ron Aucutt – Washington Update

Thursday, May 20, 2021: DINNER Panel – Steve Akers, Carol Warley and Stanley Johanson with Gib Surles moderating

Registration: 11:30 a.m.
Program: 12:00 Noon