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One year ago today, the Once in a Blue Moon™ Event brought us together for a remarkable evening of collective impact at the stunning O’Rourke Family Estate.
With the centerpiece of U.S. President Donald Trump’s economic agenda winding its way through Congress, we examine what’s of key interest to markets and investors, before noting why the ultimate outcome of the bill is likely to look different.
Our expert speaker, Marissa Berry from Oak Tree Estate Law, shares insights on tax-efficient strategies, wealth transfer, charitable giving, vital estate documents and common estate planning pitfalls to avoid.
Rob Sluymer presents a market trend & cycle report, February 3rd, 2025.
Celebrate the weekend with a burst of flavor and inspiration!