Next Meeting:
Wednesday, September 16, 2020
What's Legal vs. Insurable/Title Company
Site Links:
September 16, 2020
Charles Kramer
See Event Details
October 21, 2020
Business Succession Planning
Kevin Rogers
November 18, 2020
Ways to Protect the Plan from Client Neglect/Faulty Maintenance
Laurel Stephenson
December 3, 2020
SECURE Act (Joint Meeting with Dallas Estate Planning Council)
Bob Keebler
See Full Calendar
