Next Meeting:
Monday, April 20, 2026
Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony*****SPONSORED BY MOORE/FITZGERALD FUNERAL HOMES*****
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April 20, 2026
Susan Rounds, JD, CPA, LL.M., AEP (Distinguished)
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April 23, 2026
April Social ****SPONSORED BY MARSH ****
May 4, 2026
Marty's Best Estate, Business & Tax Planning Ideas
Marty Shenkman, CPA, JD, AEP ***Distinguished***
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