Schedule of Events
To assist in preparation for year-end and 2010, we are hosting an informative luncheon to discuss Roth conversions.
The Ladies Only Valentine’s Day Luncheon is our most popular and longest standing social event.
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Friends Helping Friends is a networking luncheon for professionals that can become a resource for servicing Quest clients.
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The Legislative Update treats our clients, prospective clients and members of our Professional Advocate Network to an update on proposed and recently implemented legislation.
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Friends Helping Friends is a networking luncheon for professionals that can become a resource for servicing Quest clients.
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This educational event will discuss the new laws and proposed estate tax legislation and insurance strategies.
The Economic Update treats our clients, prospective clients and members of our Professional Advocate Network to an economic forecast.
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Friends Helping Friends is a networking luncheon for professionals that can become a resource for servicing Quest clients.
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Friends Helping Friends is a networking luncheon for professionals that can become a resource for servicing Quest clients.
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Friends Helping Friends is a networking luncheon for professionals that can become a resource for servicing Quest clients.
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Our 2010 Appreciation and 23rd Anniversary Event will treat our clients, prospective clients and members of our Professional Advocate Network to a second economic forecast.
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It's time to toast the Holiday Season and upcoming New Year!