Upcoming Meetings + Call Dates At-A-Glance

TUESDAY + WEDNESDAY, MAY 16+17, 2023
In-Person Summer Gathering in Phoenix, AZ

THURSDAY, JUNE 1, 2023 at 1PM ET/10AM PT
Peer Learning Session with Annie Wright (Zoom)
Topic: ‘Avoiding recreating our own personal trauma histories in our businesses’

THURSDAY, JULY 6, 2023 at 1PM ET/10AM PT
Monthly Member Zoom Boardroom (Zoom)
– NO CALL THIS WEEK IN OBSERVANCE TO 4th OF JULY –

THURSDAY, AUGUST 3, 2023 at 1PM ET/10AM PT
Peer Learning Session with Susanne Mariga (Zoom)
Topic: ‘High Net Worth Tax Strategies”

THURSDAY, SEPTEMBER 7, 2023 at 1PM ET/10AM PT
Monthly Member Zoom Boardroom (Zoom)
Topic: ‘Planning + Topic Suggestions for Fall Member Meeting’

TUESDAY + WEDNESDAY, SEPTEMBER 12+13, 2023
Official In-Person Fall Meeting in Scottsdale, AZ

TUESDAY + WEDNESDAY, MARCH 5+6, 2024
Official In-Person Spring Meeting in Naples, FL