2019 Annual Meeting & Quarterly Luncheon

Thursday, November 14, 2019

The Capital City Club (Downtown)

10:30 am - 1:30 pm

MORNING PRESENTATION:

Intergenerational Philanthropy—Paying it Forward

presented by

Justin Berman, Founder & CEO, Berman Capital Advisors

Michael J. Merlin, CFP, Merlin Wealth Management at Morgan Stanley

Stephen Merlin, Founding Partner, Cohen Pollock Merlin Turner

AFTERNOON PRESENTATION:

Top Ten Takeaways for 2020: What Charitable Advisors Need to Know"

Michael Van Cise, Partner& Kathryn Hecker, Associate, Private Wealth Practice

Arnall Golden Gregory, LLP

With special thanks to our event sponsor