Lunch 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 […]

Lunch Training In Person at La Quinta Inn & Suites This is an in person meeting. Register now HERE. WHAT: What we all need to know about Secure Act 2.0 […]

Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties   This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. […]

Lunch 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 […]