February 15, 2023 Membership Meeting

Wednesday, February 15, 2023

WESTWOOD CLUB: 4:00 pm - 6:00 pm

REGISTER

Please click on the presenter's topic to download their presentation

Alexandra Badman
Heather Szajda

4:00 PM

Topic: SECURE ACT 2.0

Speakers:  Alexandra Badman and Heather Szajdo

Virginia Estate & Trust Law

1 CFP CE Credit Approved

Gregory Stumm

5:00 PM

Topic: Unlocking Liquid Alternatives- Managing Volatility Through Liquid Alternatives

Speaker: Greg Stumm, CFA, CAIA, Sr. Vice President, Head of Distribution,

Resolute Investment Managers

1 CFP CE Credit Approved