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 Upcoming Events

                                     January 19, 2022 Lehigh Family and Philanthropy Workshop Virtual
January 27, 2022 Stearns Financial Group Virtual
February 4, 2022 Estate Planning Council of Portland Portland, OR
February 22, 2022 CS Financial Group Virtual 
April 19-21 Heritage Foundation Annual Leadership Conference Amelia Island, FL
May 5, 2022 Dallas Estate Planning Council Dallas, TX
May 5, 2022 (EVENING) The Dallas Foundation Dallas, TX
September 9, 2022 Parcion Private Wealth Bellevue, WA
September 20, 2022 The Dallas Foundation/C3FP Dallas, TX
January 18, 2023 GenLeg Co. - Legacy Partners Co-Sponsored Event Sarasota, FL
February 22, 2023 The Bradley Foundation Scottsdale, AZ
March 29, 2023 The Catholic Foundation Dallas, TX
October 12, 2023 BCWM Boyer Corporon Wealth Management Dallas, TX 

 Previous Events

DATE
March 27, 2018
April 12
May 8
June 13
June 25
June 28
October 3,4
Oct. 8
Oct. 18
Dec. 10
Dec. 18
Feb. 6, 2019
Feb. 11
March 26
April 25
May 1
May 8
June 6-8
June 9-11
July 24 
Sept. 23-25
Nov. 5

EVENT
Tiger 21
Hightower Summit
Lehigh Multigenerational Families
GNJEPC Greater NJ Estate Planning Council
Volunteers of America Board Retreat
Penn State Behrend School Family Enterprise Conference
Tiger 21
Council of Michigan Foundation
National Christian Foundation Lift Conference
YPO Gold Financial Conference
Tiger 21
IPI- Institute of Private Investors- Wharton School
Lion Street Advisors “Institute” Event
BEPC- Boston Estate Tax Planning Council
CITI- Family Office Conference
Day-Pitney Family Office Conference
Estate Planners Day- NYEPC
Volunteers of America-Family Office Conference
Lion Street Advisors Conference
Family Office Presentation
Southeastern Family Office Forum
San Diego Estate Planning Conference
LOCATION
NYC
Chicago, IL
NYC
NJ
Billings, MT
Erie, PA
DC
Grand Rapids, MI
Atlanta, GA
Palm Beach, FL
Boston, MA
San Francisco, CA
Austin, TX
Boston, MA
NYC
Palm Beach, FL
NYC
Sheridan, WY
Las Vegas, NV
San Francisco
Atlanta, GA
San Diego, CA