Events

Events

Events


Security and Privacy Issues for Fiduciaries and Clients

February 7, 2019 • 12:45pm -3:00pm • 2 City Center, 3rd Floor Portland

  The privacy compliance and cybersecurity concerns for... Read More »


Current Issues in Charitable Giving

March 7, 2019 • 12:45pm-3:00pm • Two City Center, 3rd Floor Portland

Important developments in charitable planning tax strategies, in particular the impact of changes... Read More »


What Should a Married Couple's Estate Plan Be Post 2017?

April 4, 2019 • 12:45pm-3:00pm • Two City Center, 3rd Floor Portland

  Recent years have seen a historical change in the way... Read More »