Upcoming
Join us this season.
Roundtables, briefings and evenings for clients and their guests. Most events are also available online.
Registration is open to clients and their invited guests. Webinars are open to everyone.
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2026-10-22
Business Owner Roundtable: Planning Your Exit
An evening conversation for owners thinking about a sale or succession in the next five years.
Evenhold Partners, Denver
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2026-11-12
Year-End Tax Planning Briefing
Our CPAs review the moves worth making before December 31. Live Q&A follows.
Online webinar
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2026-12-03
An Evening on Wealth and Purpose
A conversation on giving, family and legacy with James Whitfield and Grace Holloway.
The Hermitage Room, Nashville
