Worthy items (e.g. handouts, files) from Breakfast Meetings and Lunch and Learn meetings, Program Study Groups, or from other members may be shared here, If you have something that would be of value to other members, email it to us.  Select the item below that you would like to download:

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• March 14, 2023 Lunch and Learn - How to Keep Your Million Dollar Client (YouTube)
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• November 15, 2022 Lunch and Learn - Brian Margolis - The Index Card Business Plan (pdf file)