Upcoming Events

Topic: Part 2: Retirement Plan Services Presentation with Peter Dunn. See his bio below: Peter Dunn a.k.a. Pete the Planner® is an award-winning financial expert. He’s a USA TODAY columnist, the author of ten books, and the CEO and Founder of Your Money Line and Hey Money. Pete is also the host of a popular […]

Topic: Member Q and A on relevant topics; Election for 2021 Leadership Positions

Download the full agenda here. Download the Minutes of the Meeting here

Topic: Wrap of Year; Planning for 2021; Expressions of Appreciation