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January 11, 2024
2024 Economic & Market Forecast
Faciliated by Tom McCartney, President FVEPC
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March 6, 2024
How to Navigate Assets That Are Based in Multiple States
Faciliated by John T. Matejcak, J.D. and panelists to includeDonna Hartl J.D., CPA of Roetzel & Andress
May 9, 2024
What to Know When Planning Care Options for Loved Ones + Annual Meeting
Faciliatated by Janine Smith, CEO & RN, and Linda Strohschein, JD
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