January 22, 2024

Achieving Success in Business Succession Planning: Takeaways from January's Distinguished Speakers Series

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Thank you to everyone who attended the January Distinguished Speakers Series programs, and a special thanks to our speaker, Jere Doyle. The event had a great turnout, with 100+ attendees learn…

November 16, 2023

Dealing with Difficult Families and Deceitful Fiduciaries: Takeaways from November's Distinguished Speakers Series

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Thank you to everyone who attended the November Distinguished Speakers Series programs, and a special thanks to our speaker, Professor Roberta (Bobbi) Flowers. The event had a great turnout, w…

September 20, 2023

Optimizing the Power of Charitable Giving: Takeaways from September's Distinguished Speakers Series

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Thank you to everyone who attended the September Distinguished Speakers Series programs, and a special thanks to our speaker, Dr. Russell James, PhD. The event had a great turnout, with 120 at…