Provides a venue for attorneys to meet with trust officers, certified public accountants, life underwriters, and financial planners for informative CLE presentations. The $45 dues for this section is paid by all who want to join.
Generally, the Section schedules luncheons at 11:30 am on the third Thursdays the months of September, October, November, January, February and March at the City Club. The Section seeks sponsors for all of its luncheons so all of these events are at no cost to section members and guests pay $30 per event. At each event, the Section provides 1 hour of CLE credit.
Chair: Walter “Chip” May, May Financial Solutions