Next Meeting:
Thursday, September 5, 2019
Federal Reserve National Economy Update
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September 5, 2019
Joe Tracy (Executive VP)
See Event Details
October 3, 2019
Opportunity Zones/Provisions of the Recent Tax Law
Benetta Jenson (JP Morgan) and Kevin Matz (Stroock)
November 7, 2019
Estate/Trust Planning - Methods for Managing Difficult Beneficiaries
Lauren Wolven (Levenfled Pearlstein, LLC)
December 5, 2019
Case Study - Discussion of Different Approaches
John Karls, Laurel Stephenson, Ross Simms, Joanna Jadlow
See Full Calendar
