Wednesday, October 11, 2023
Creating Great Relationships with Clients
*Membership subject to Board review
Currency of transaction is U.S. dollars.
October 11, 2023
Joe McLaughlin, CEO of Haverford Trust, James Dunigan, Retired CIO and managing executive of PNC Asset Management, Nicole Perkins, Partner and director at Gresham Partners
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October 26, 2023
The evolution of journalism over the last 50 years, exploring the challenges and triumphs in this changing profession
Joann Lublin and Michael Pollack
November 15, 2023
“Estate Planning for the 99% of us"
JORDON N. ROSEN, CPA, MST, AEP®
January 17, 2024
Haverford Trust speaker
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