Save the Date!

2019 Annual Conference.  We’ve pushed back our annual conference dates for 2019 so that those that cannot usually make our conference can join us!  Save the date for Monday, September 30-Tuesday, October 1, 2019.  Stay tuned for more details.

NEW PODCAST!

2018 Mid-term Election Results.  How will the recent mid-term elections impact your organization and supporters?

December Podcast

Estate Planning Pitfalls & Red Flags: Adding Adult Children to Financial Accounts. Why would someone add a child to a financial account?  What are the problems with adding someone as an owner of a financial account?  What are better options to accomplish the same thing?