Mark your calendars for our February Meeting. There will be an educational program, networking opportunities, a guest speaker, and lunch will be served. Agenda 10:30 am - Continuing Education program entitled "Reshaping Buy-Sell Planning after Connelly: Legal & Practical Considerations", # 6000194972 approved for 1 hour of General Credit The US Supreme Court's 2024 decision in Connelly […]
Join us at Mexico Joe's on February 18, 2026, for our monthly networking luncheon. Michael Shaw with the Stillwater Medical Foundation will join us for lunch and conversation. No CE - just lunch. Please register using the link, email or call if you will be coming so that our seating will be ready! Plan to […]
Join us on March 6, 2026, as we celebrate Ethics Awareness Month with a 3-hour Continuing Education program entitled Exploring Professional Liability: Legal, Industry and Consumer Perspectives. This is a live program instructed by Michael S. Bricker of Bricker Insurance Education LLC and you must attend the entire program to receive credit. IMPORTANT: The program […]
Join us on Friday, April 3, 2026 for a program on Charitable Gift Annuities followed by a conversation with Insurance Commissioner Glen Mulready and Outreach Coordinator, Liana Bortono. Agenda 10:30 am - Continuing Education Course entitled - "Charitable Gift Annuities - Creative Solutions for Different Donor Needs, # 6000192350" - Approved for 1-hour General CE […]
Join us for our State Legislative Day where we are briefed on proposed legislation and meet with our Senators and Representatives to discuss issues that matter to us and our clients.