Next Meeting:
Wednesday, March 20, 2024
Young Guns No Longer - Planning for Mature Firearms Owners
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March 20, 2024
Linda A. Burrows, J.D., LL.M. and Jason Burrows, J.D.
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May 15, 2024
Three Pathways to Sustainable Finance - Socially Responsible Investing
Lloyd Kurtz, MBA, CFA®, SVP, Senior Portfolio Manager, Montecito Bank & Trust
July 17, 2024
July Council Event - Roundtable Discussion
Roundtable Discussion – Case Study
September 18, 2024
September Event - TBD
TBD
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