The Roundtable doesn't meet over the summer. If you have ideas for fall Roundtable meetings, please contact Steering Committee Chair Elizabeth Dever at Pasadenaexecutiveroundtable@gmail.com. Happy Summer! Membership Renewals were sent […]
The last meeting of the year will be on taking care of ourselves so we can take care of others. Learn techniques of self-care to head into the Roundtable's summer […]
Many thanks to the Aegis Group at Morgan Stanley for leading this interactive discussion about current trends in philanthropy and best practices for partnering with the advisor community to maximize […]
