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. 

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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.

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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

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