Next Meeting:
Monday, March 9, 2026
Top 10 Charitable Financial Planning Strategies: Helping your clients & your business with charitable planning****LIVE WEBINAR WITH Q & A*** ***SPONSORED BY BRANDON AUCTION***
Site Links:
Please fill out the following information so that we may respond to your request.
March 9, 2026
Russell James, J.D., Ph.D.
See Event Details
April 20, 2026
Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony*****SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES*****
Susan Rounds, JD, CPA, LL.M., AEP (Distinguished)
April 23, 2026
April Social ****SPONSORED BY MARSH MCLENNAN****
May 4, 2026
Marty's Best Estate, Business & Tax Planning Ideas
Marty Shenkman, CPA, JD, AEP ***Distinguished***
See Full Calendar
Join our Mailing List!
