Next Meeting:
Wednesday, May 15, 2024
Three Pathways to Sustainable Finance - Socially Responsible Investing
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May 15, 2024
Lloyd Kurtz, MBA, CFA®, SVP, Senior Portfolio Manager, Montecito Bank & Trust
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July 17, 2024
July Council Event - Roundtable Discussion
Roundtable Discussion – Case Study
September 18, 2024
September Event - TBD
TBD
November 20, 2024
Charitable Remainder Trusts and Charitable Lead Trusts
Paul N. Frimmer
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