Potter Workshops

  • May 8, 2018  "What to do first in a caregiving crisis" presented by Chip Roe and Caryn Utberg
     
  • Feb 20, 2018  "Tax Reform - Understanding the 2017 Tax Cuts and Jobs Act" presented by David Huntoon, CPA and Miles Pfeifer, CPA
     
  • Nov 15, 2017  "Investing in a rising rate environment" presented by Scott Bolin
     
  • May 24, 2017  "Social security strategies for women"  presented by Chip Roe
     
  • March 30, 2017  "Identity theft - It can happen to you" presented by Price French