EVENTS

Upcoming Events

  • Preserving Wealth for Future Generations
    Jun 09, 2:00 p.m. EDT
    Zoom
  • Reimagining Succession Management
    Sept 08, 2:00 p.m. EDT
    Zoom
  • Achieving Impact in Opportunity Zones
    Oct 13, 2:00 p.m. EDT
    Zoom
    Strategies to achieve financial and social return on opportunity Zones
  • Technology Investing in the Post Covid World
    Nov 10, 2:00 p.m. EST
    Zoom
    How to access the best investments in the technology sector, and where the best opportunities are today