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Nashville, Tennessee
August 9 - August 11
Annual Summer Meeting. This year’s host: Craig Howard, Owner/Advisor of CFH Financial.
Charlotte, NC
February 2024 - TBD
Annual Winter Meeting. This year’s host: Duncan Wilson Partner, Financial Planner, J.D. – Sterling Financial Group
West Chester, Pennsylvania
August 5th - August 7th
Annual Summer Meeting. This year’s host: Ben Zajac, Chief People Person of Zajac Group