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Here you can find out about upcoming events and view photo galleries of past events. Some events may allow for online registration and the ticket purchase. Click the event name to view more details.
Upcoming Events

Thursday, March 21, 2019

 
Buffalo Chapter Educational Breakfast: Guide To The Market - First Quarter
3/21/2019
Location: Williamsville, New York    Time: 8:00 am - 9:15 am ET
Buffalo Chapter Educational Breakfast: Guide To The Market - First Quarter

Wednesday, March 27, 2019

 
Pittsburgh Chapter Educational Event - Charitable Planning
3/27/2019
Location: Pittsburgh, Pennsylvania    Time: 8:30 am - 11:00 am
Pittsburgh Chapter Educational Event - Charitable Planning

Thursday, March 28, 2019

 
Harvesting Patterns for Tax-Efficient Retirement
3/28/2019
Time: 12:00 - 1:00 PM ET
Harvesting Patterns for Tax-Efficient Retirement

Tuesday, April 9, 2019

 
Gender Balance = Exponential Growth: How to Attract, Retain, and Engage More Female Clients
4/9/2019
Time: 12:00 - 1:00 PM ET
Gender Balance = Exponential Growth: How to Attract, Retain, and Engage More Female Clients

Thursday, April 11, 2019

 
Columbus, Ohio Chapter - April Monthly Mtg
4/11/2019
Location: Columbus, Ohio    Time: 11:30 am - 1:00 pm
Columbus, Ohio Chapter - April Monthly Mtg

Thursday, April 18, 2019

 
Buffalo Chapter Educational Breakfast: Social Security Update
4/18/2019
Location: Williamsville, New York    Time: 8:00 am - 9:15 am ET
Buffalo Chapter Educational Breakfast: Social Security Update

Thursday, May 2, 2019

 
Twin Cities Chapter - The Challenges of Transitions: Understanding the personal side of money

Thursday, May 9, 2019

 
Columbus, Ohio Chapter - May Monthly Mtg
5/9/2019
Location: Columbus, Ohio    Time: 11:30 am - 1:00 pm
Columbus, Ohio Chapter - May Monthly Mtg

Wednesday, May 15, 2019

 
Webinar - Topic: TBD
5/15/2019
Time: 12:00 - 1:00 pm ET
Webinar - Topic: TBD

Tuesday, May 21, 2019

 
Unwinding Life Insurance Trusts (and the Policies within)
5/21/2019
Time: 12:00 - 1:00 PM ET
Unwinding Life Insurance Trusts (and the Policies within)

Thursday, May 23, 2019

 
Buffalo Chapter Program - SPECIAL: Surrogate Court Event
5/23/2019
Location: Buffalo, New York    Time: 12:00 pm - 5:00 pm ET
Buffalo Chapter Program - SPECIAL: Surrogate Court Event

Thursday, June 13, 2019

 
Columbus, Ohio Chapter - SPECIAL 2-HOUR JUNE MEETING - The Golucki Case Study
6/13/2019
Location: Columbus, Ohio    Time: 7:30 am - 10:30 am
Columbus, Ohio Chapter - SPECIAL 2-HOUR JUNE MEETING - The Golucki Case Study

Tuesday, June 18, 2019

 
Webinar - Topic: TBD
6/18/2019
Time: 12:00 - 1:00 pm ET
Webinar - Topic: TBD

Tuesday, June 25, 2019

 
Webinar - Topic: The Power of Cash Flow Planning

Wednesday, July 17, 2019

 
Buffalo Chapter Event: Summer School and Social
7/17/2019
Location: Buffalo, New York    Time: 3:30 pm - 8:00 pm ET
Buffalo Chapter Event: Summer School and Social
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