Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introductions and sometimes we work on case studies together.  No long presentations or continuing education.  Instead, we spend our time getting to know each other in a stimulating conversation environment.  This is efficient and effective networking for hi …

Please join us, professionals in the estate planning arena, for breakfast once a month. Our purpose is to really get to know each other as client resources and referral sources. We participate in collaborative activities at our tables, fun introductions and sometimes we work on case studies together.  No long presentations or continuing education.  Instead, we spend our time getting to know each other in a stimulating conversation environment.  This is efficient and effective networking for hig …

The purpose of the group is multi-layered and takes a much different approach than the traditional networking and social interactions of other clubs and networking groups: First, to share professional and financial business experiences, thus increasing each individual's own personal business experience across a wide swath of business solutions; and then, Secondly, to have as a member a very successful individual in his or her own field of expertise, such as a tax attorney, corporate litigation a …