Events...
Members...
Semiannual meetings featuring noted speakers are conducted to share knowledge and insight with this elite wealth planning community. Member hosted meetings are held at various sites across the nation. The next meeting sites and dates are listed below:

Boston, MA
July 21-23, 2010

Ft. Lauderdale, FL
January 19-21, 2011

Detroit, MI
July 20-22, 2011



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"We help bring about a different level of leadership that we feel is much needed in the wealth planning community."