Upcoming Meetings
February 2024
Charlotte, NC
Charlotte, NC
February, 2024
February 2024 - TBD
Annual Winter Meeting. This year’s host: Duncan Wilson Partner, Financial Planner, J.D. – Sterling Financial Group
August 2024
Philadelphia, Pennsylvania
Philadelphia, Pennsylvania
August, 2024
August 2024 - TBD Annual Summer Meeting. This year’s host: Ben Zajac, Chief People Person of Zajac Group
Interested in sponsoring an event?
Previous Events
Nashville, Tennessee
Nashville, Tennessee
August 9 - August 11
Annual Summer Meeting. This year’s host: Craig Howard, Owner/Advisor of CFH Financial.
