Gesture: Opening Reception

Thursday, January 25 – 5:30 – 7:30 p.m.
You’re invited to the opening reception for Gesture featuring selected works by Leigh Wells, Diane Abt, and Jessica Williams. There will be great art, good conversation, and delicious food and wine.

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Investing Responsibly – Panel Discussion

Thursday, October 19 – 5 – 8 p.m.
Our discussion features industry leaders in the measurement and construction of investment vehicles that use ESG principles in their decision-making. We will discuss the effects recent economic shifts have had on our economy and individual investors.

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Creating an Integrated Estate Tax Planning Experience for Your Clients

Join us for a unique and interactive discussion of personal, estate and tax planning with a complex client case study. We strive to create an integrated experience for the clients we share with other professionals. Every case is different, and yet every case yields insights that apply to other situations. This case highlights the process of selecting estate planning strategies for a client with significant net worth ($35M), challenges encountered putting elements of the plan into place, as well as positive and negative outcomes.

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