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