Professional Advisors Events

14th Advisors Series Save the Date.JPG

Professional Advisors Series 2020

We hosted the 14th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 18. “Year-End Estate Tax Planning After the Election” was presented by Jonathan G. Blattmachr, a popular speaker at previous Advisors Series hosted by The Catholic Foundation. Click here to obtain the digital binder of the ...