September 13, 2023 |
Dinner Meeting with Speaker - How to "Buy" College for Your Student (and Families) - The New FAFSA, Financial Aid and Planning for College
Todd Weaver, President of Strategies For College, Inc. |
May 25, 2023 |
Emerging Professionals Central NH Mixer...Registration Now Open
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May 10, 2023 |
Dinner Meeting with Speaker: Emotional Intelligence for Finance Professionals
Kira Copperman, KBC Consulting, New York, NY |
March 22, 2023 |
Legacy Conversations: The Value of Introducing Clients to Non-binding Letter of Wishes and Ethical Wills
Susan Turnbull, Personal Legacy Advisors, LLC |
January 11, 2023 |
Dinner Meeting with Guest Speaker: Planning for a Changing Granite State
Anthony S. Poore, President & CEO, NH Center for Justice & Equity |
November 9, 2022 |
How to Attract and Better Serve Top Female Earners
Kathleen Burns Kingsbury, KBK Connections |
September 14, 2022 |
Converting Your Passion Assets into Charitable Impact
Colleen Boyle, CAP, The Fine Art Group |
May 11, 2022 |
RSVP is Now Closed! Dinner Meeting, Annual Election & Speaker: Estate Planning for Retirement Benefits: Untangling the Proposed Regulations
Natalie Choate, Esq. Ataxplan Publications |
March 23, 2022 |
Dinner Meeting & Speaker - Family Matters: Navigating Family Dynamics While Helping Clients Plan for the Future
Debbie Bing, President, CFAR, Inc. and Megan Helzner, Senior Manager, CFAR |
January 12, 2022 |
Important Update! Now an Online Event -- Dinner Cancelled...Zoom Registration Below
David G. Freitag, CLU, ChFC, CRPC, MassMutual |
November 10, 2021 |
Dinner Meeting with Speaker: Mid-Life Wealthy Divorce
Lisa M. Cukier, Partner and Exec. Comm. Member, Burns & Levinson, LLP |
May 12, 2021 |
Emerging Developments in Gift & Estate Tax ... Exploring Proposed Legislative Changes ... Joint Meeting with NH Society of CPAs, Council Annual Meeting & Election
Eileen Sherr, Director - Tax Policy & Advocacy of the Association of International Certified Professinal Accounts (AICPA) and Justin Ransome, National Tax Partner of Ernst & Young's Private Client Services Practice |
March 24, 2021 |
Economic Update: New Hampshire, New England and the U.S.
Dr. Bo Zhao, Sr. Economist, New England Public Policy Center, Federal Reserve Bank of Boston |
November 12, 2020 |
Business Succession Panel Presentation Hosted by the Association for Corporate Development and the NH Estate Planning Council
Guest Panel Presentation |
February 25, 2020 |
First Lunch & Learn Series Program: How the SECURE Act Affects Estate Planning
Facilitator: Anu R. Mullikin, Esq. Chair, Trust and Estates Practice Group |
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