US Member:
During this meeting, we will have a wide-ranging panel discussion on how professional advisors, and their clients, can prepare for 2019. We will provide our guests with an opportunity to develop relationships with like-minded professionals and then have a panel that will introduce and debate strategies to prepare a business for the future. Subject matter experts from various professions will be represented on this panel.
Panelists:
Peter Holton – Caber Hill Advisors
Jack Lyons – Trinitas Advisors
Laura Yunger – Saltare Solutions
Allen Kutchins - Kutchins, Robbins & Diamond Ltd
