Next Meeting:
Thursday, March 19, 2026
Understanding Wealth Transfer Planning for Clients with Large IRAs
Site Links:
You must be logged in to update your member profile. Login now.
February 12, 2026
Leading Conversations: How to Deepen Client Relationships Through Charitable Giving Discussions
Michele Carey, CAP® - Vice President, Philanthropic Strategies at Greater Cincinnati Foundation
See Event Details
March 19, 2026
Bob Keebler
April 23, 2026
A Fresh Perspective on Leadership, Mindset and Growth
Jim Laudato, Founder of The 912 Experience
See Full Calendar
Join our Mailing List!
