Fall Social | "Back to Business: Network, Learn, Belong"

️ Event Details

Date: Wednesday, September 24, 2025
Format: In Person

 Schedule

3:45 PM
Registration 

4:00 PM
 Planning after OBBBA for Disposition and Management of Closely Held Businesses
Speaker: James Aussem
Cavitch Familo & Durkin

5:00 PM
️Cocktails & Hors d'oeuvres | Networking & Recruitment Event

Venue

Merwin's Wharf
1785 Merwin Avenue
Cleveland, 44113

 Event Fees

MEMBERS: Bring a Guests & You Could Win Big! 

Help Us Grow — Win a FREE Year of Membership! ($350 value)

We’re calling on YOU—our amazing members—to help us expand our vibrant community!

Here’s the deal:
Bring a guest to our upcoming event — and if they join, you’ll be entered to win a FREE year of membership!
(That’s right — a $350 value, on us!)

✅ 1 guest who joins = 1 entry
✅ More guests = more chances to win!

So grab a friend, colleague, or that motivated professional in your network and bring them along. Let’s grow this community together — and reward YOU for making it happen.

NON-MEMBERS & GUESTS — This One’s for You!

Thinking about joining? There’s never been a better time!

Join the night of the event and you’ll unlock exclusive perks:

That’s right — attend, join, and you could walk away with a full year on us.

Continuing Education

This program is filed for 1 CE credit in the following categories:

• Insurance
• CFP
• Legal

Accounting and PRP are self-reporting.