Round Table Event - Case Study
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We welcome you to join our multidisciplinary learning group for an engaging open discussion on the Reyes family case study. Explore complex family dynamics, succession planning, and financial strategies in this intricate scenario.
We will send out the case study materials in advance of the discussion. So bring your A-Game on creating planning ideas to this collaborative environment.
Please invite your colleagues who would be interested in membership to register as a guest. We would like to extend this welcome by waiving the guesting fee for the first 10 guests to register. Please note, we request that all guests be eligible for membership. More information can be found under the Membership tab of the website.
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