Next Meeting:
Thursday, May 14, 2026
OBBBA: Inside the Toolbox with Herb and Greg: Advanced Ideas in Estate, Tax, and Charitable Planning
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Programs Chair Ana M. Perez-Arrieta
Estate Planners Day Chair Gordon Reynolds, CFA, CFP®
Membership Chair Rachel Sass
Continuing Education Chair Lindsey Saul, CPA
May 14, 2026
Herb Hoffman & Greg Gadarian
See Event Details
July 24, 2026
Summer Series I: Planning with Real Estate
August 14, 2026
Summer Series II: International Estate Planning
See Full Calendar
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