Past Meetings
February CPE Luncheon Meeting
February 24, 2021
11:30 AM - 12:30 PM
Zoom
Attendees will be sent a zoom link and pass code upon registration
Join Glenda Suchy, CFP®, CRPC® and Courtney Hoffman, AAMS® for an interactive session of FAQs: Financially Awkward Questions.
Student Night Event
February 18, 2021
6:30 PM
TBD
Please join us virtually this evening to hear from an incredible panel and connect with our local university students. More information to come.
January CPE Meeting
January 20, 2021
11:30 AM - 12:30 PM
Zoom
Attendees will be sent a zoom link and pass code upon registration
Bring your lunch and join us as we hear tax updates from Mariner Wealth Adviser
