Business Succession and Family Dynamics and Governance with Susan Rounds on tools of the trade. 3 hour Continuing Education opprotunity! Please join us on Wednesday, October 21 at 7:30 a.m.
Mark Andrews Indiana Trust Wealth Management |
Andrew Asma Edward Jones , Financial Advisor |
Cien Asoera Edward Jones , Board (Fee Waived) |
Melinda Aven Northwestern Mutual , Northwestern Mutual |
Nancy Bean Mental Health Awareness of Michiana , Board member |
David Beaverson KeyBank , Client Experience Manager |
Madeline Bond Stifel , Client Service Associate |
Naun Cerrato Churches |
Brian Clark Sanders & Pianowski LLP , Partner/ Attorney |
Matthew Cotton The Patzer Group at Wells Fargo Advisors Financial , The Patzer Group LLC |
Samantha Dawson Everence |
Rod Diller Everence Trust Company |
Thomas Eisele Attorney at Law , Retired Senior Vice President & Chief Legal Offic |
James Farrelly RSM Wealth Management , Director |
Dawn Fisher KeyBank , Fiduciary Strategist |
Amy Gardner Burggraf Law Office P.C. |
Randall Hesser Warrick and Boyn, LLP , Warrick and Boyn, LLP |
Rex Hochstedler Everence , VP of Everence Asset Management Administration |
Brian Hoffer Kindig and Sloat , Attorney |
Shannon Klein First State Bank of Middlebury , Vice President and Trust Officer |
Andrew Lynch RSM US Wealth Management , Manager |
Lori Miller Everence Financial , Trust & Estate Administration Specialist |
Roger Nafziger Goshen College , Director of Gift Planning |
Elizabeth Naquin Borger STIFEL , STIFEL |
Karen Nevorski Arnold Family Office , Manager |
Mike Nicolini RSM US WEALTH MANAGEMENT LLC , RSM US WEALTH MANAGEMENT LLC |
Michael Pianowski Sanders Pianowski LLP , attorney |
Christopher Spataro Elkhart Superior Court No. 5 , Judge |
Kari Tarman Oaklawn Foundation for Mental Health Inc , Executive Director of the Oaklawn Foundation |
Matthew Yeakey Sanders Pianowski LLP , Attorney |
Rick Yoder Edward Jones , Financial Advisor |
J. Charles Zercher Kindig & Sloat, PC |