April 2026 Chapter Luncheon

Join us for our April meeting featuring speakers Rebecca Paul and Andrea Korsunsky from Jewish Family & Children’s Services (JFCS). Our speakers will discuss the distinct ways fiduciaries can support vulnerable individuals, how fiduciary involvement can shape long-term outcomes, and the complexities that arise when navigating client needs across different phases of life. This Lunch & Learn will equip planners with knowledge they can immediately apply in their practice.

1.0 HOUR of CFP CEU TO BE OFFERED

Click the Events Website link below to register