Preview: March & April Chapter Meetings

We have Michael Kitces joining us in March and an interesting discussion on how to help your business owner clients in April (Exit Planning).

Even if you do not have business owner clients, you will want to hear this presentation. We will be discussing the psychology and best practices in closely held businesses. It may have application to your practice, in addition to current or future clients. This is a joint meeting with the Twin Cities Metro Area Exit Planning Institute.

Additionally, are you interested in hearing more on the DOL? Let us know your thoughts. We have a speaker in waiting on the topic as we let the situation play out. If you have a strong opinion on the topic and/or are tired of hearing about it please send me your feedback.

See you on March 21st & April 18th!