One week prior to our meetings, the presentations and handouts will be available here.
2025:
September 12th Quarterly Meeting
Leah Hadley, AFC, CDFA, MAFF, Intentional Wealth Partners & Intentional Divorce Solutions
Trust in the Tension: How to Build Client Conditioins Amidst Conflict and Broken Relationships
Christian McCormick, CFA, Meketa Capital
What are Private Equity Co-Investments and What Should Advisors Know?
Jennifer Turner and Clark Collier, CAP; Central Indiana Community Foundation
Designing Generosity: Case Studies in Strategic Giving