Lunch Training: Best Practices Roundtable – observations in real-time of our estate & gift planning environment
VirtualLunch Training via Zoom This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. We will send out the ZOOM link several days prior to the meeting. On Wednesday, March 16th, four area experts, will weigh in on what they are seeing in their respective areas of expertise! THEN, they’ll open […]