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  • August 2020 Business Success Knowledge Circle

    The August 2020 Business Success Knowledge Circle will be held on Wednesday, August 12th at 3 pm ET.

    Guest speaker Mike Byrnes of Byrnes Consulting will be presenting, "Strategies to Grow Your Business."

    Register Now!
  • Planner-to-Planner: Reflecting on the Covid-19 Disruption

    The next Planner-to-Planner conversation will be on Thursday, June 4th at 4 pm ET.

    We will have an open peer to peer conversation about what this disruption has offered us: positives, challenges, and what it means for the future in our lives, practices, clients, profession and communities.



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  • Recently 4 minor children¬† were beneficiaries of a Trust Funds for their education. The trust specifically appoints a Legal Fiduciary by name to be the custodian and not the mother. The legal Fiduciary wants the business entity,which is a LLC ,¬† to be ...