Upcoming Events
February 17, 2026
Education Meeting
TOPIC: The Case For Low Correlation Strategies SPEAKER: Kris Jaenicke This is a special webinar program scheduled to make up for the last minute cancellation at the January Quarterly Meeting. About the webinar: In the ever-changing landscape of financial markets, one principle has stood the test of time: Diversification. However, the traditional 60/40 mix can fall short…
March 25, 2026
Education Meeting
TOPIC #1: 2026 Policy and Planning Update: Helping your HNW Clients Leverage a New Planning Paradigm SPEAKER: Lauren C. Liebes About the presentation: Over the last several years, our concerns and conversations around tax planning have steadily evolved in response to policy changes and economic conditions. In 2025, the shifting policy focus of the Trump administration…
September 10, 2026
September 2026 Quarterly Meeting
Education Meeting
Save the date – more information coming soon!
November 17, 2026
November 2026 Quarterly Meeting
Education Meeting
Save the date – more information coming soon!
Past Events
February 12, 2026
January 22, 2026
November 20, 2025
September 4, 2025
Special Webinar: Designing a High Impact Summer Internship: From Recruitment to Execution
August 21, 2025
August 6, 2025
July 17, 2025
June 25, 2025
June 18, 2025
May 15, 2025
April 28, 2025 to April 29, 2025
April 17, 2025
April 3, 2025
March 20, 2025