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LTD Tools

Co-Chairs:

Elizabeth Buffardi | Crescendo Financial Planners | 312.420.3654
Brian Kearns | EmberHouse | 312.636.3067

Upcoming Member Forums

Investment-Advisory

Past Program Topics:

Planning Opportunities in Clients' Tax Returns
End of Life Decisions
Estate Planning for the 21st Century
Money Behaviors & Emotions



What is a Member Forum?

Member Forums are groups of members with shared interests who interact either in person and/or online to discuss topics of mutual interest, share best practices, ideas, problem-solving strategies and other information.

How does it work?

One member is designated as the chairperson to be the “face” of the group and to see that meetings are scheduled and publicized. The chair and the group take full responsibility for discussion topics. As appropriate, forums flag hot topics and emerging issues for CPE staff and assist them in developing CPE programs.

contact

Questions, comments, feedback

Sarah Kosenka
Assistant Director, Membership | 312.517.7651