Upcoming Events

March 5th, 2020

“Exit Planning” Presentation by Vanessa Brown Claiborne & Riley Busenlener

We are excited to welcome Vanessa Brown Claiborne and Riley Busenlener of Chaffe & Associates as our presenters for our upcoming luncheon. Vanessa and Riley will discuss what opportunities exit planning can have for FA’s including what options are available for clients seeking to exit their businesses and what factors are needed to create an effective plan.

The luncheon will be held at Juban’s Restaurant on Thursday, March 5th. Doors will open at 11:30AM and the presentation will begin at 12PM.

CFP and Insurance CE will be applied for.

Tickets for the event are $30 each. Don’t forget that you can pay $210 in advance and get 8 luncheons for the price of 7.

If you have prepaid lunches please respond to this email letting us know you plan to attend. Otherwise, tickets may be purchased on the Eventbrite link below. If purchasing multiple tickets or a table please let us know the names of your guests.

We hope to see you there!

Eventbrite Link

Event Details: 

Thursday, March 5th, 2020


$30 per person