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June 2026
June 2026
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6/1/2026 - 5/31/2027
  • Week
  • Month
  • List
Date
Time
Event
11Thursday June, 2026 12:00 PM - 1:00 PM
Conversation Circle: With Pride - Taking an Intentional Approach
2:00 PM - 3:00 PM
Tax and Charitable Gift Planning
Free sponsored webinar with Heifer Foundation
25Thursday June, 2026 12:00 PM - 1:00 PM
Conversation Circle: Clients Getting Scammed
2:00 PM - 3:00 PM
Beyond the Token: Investing in the Backbone of Bitcoin
Free sponsored webinar with Valiant Funds
30Tuesday June, 2026 2:00 PM - 3:00 PM
New Member Orientation
1Wednesday July, 2026 2:00 PM - 3:00 PM
Trump Accounts: What Advisors Need to Know
Free for Genesis members, sponsored by LLIS
15Wednesday July, 2026 12:00 PM - 12:45 PM
Expert Insights: You're Doing Everything Right. That Might Be the Problem
16Thursday July, 2026 12:00 PM - 1:00 PM
Conversation Circle: Phoenix Gang
1Tuesday September, 2026 5:00 PM - 6:00 PM
Women's Initiative Book Club: C. Carbonaro's "Women and Wealth"

Two different free sessions - choose the one that works for you!
3Thursday September, 2026 11:00 AM - 12:00 PM
Women's Initiative Book Club: C. Carbonaro's "Women and Wealth"

Two different free sessions - choose the one that works for you!