Events

Join us via Zoom for our 2026 Economic Overview: Practical Insights to Understand and Succeed in a Changing Environment. Robert will discuss the economic environment facing our nation in 2026....

Join us via Zoom for a discussion on how families can help the next generation build a strong financial foundation using emerging planning strategies. Many parents and grandparents want to...

Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next. Most estate...

Join us via Zoom as we discuss how many families reach a point where they begin asking whether wealth should be transferred during life, at death, or through a combination...

Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next. Join Celina...

Get ready for a great day on the course at our upcoming golf fundraiser benefiting The Haynie Foundation! Join us for an 18-hole, 4-person scramble filled with golf, networking, and...

Join us via Zoom for a discussion on how, for many business owners, the greatest challenge is not building a successful business, but determining what happens when the next generation...