Next Meeting:
Wednesday, December 17, 2025
Public Benefits for Long Term Care
Site Links:
Programs Chair Ana M. Perez-Arrieta
Estate Planners Day Chair Gordon Reynolds, CFA, CFP®
Membership Chair Rachel Sass
Continuing Education Chair Lindsey Saul, CPA
December 17, 2025
Marsha Goodman, Specific Law Firm
See Event Details
January 23, 2026
Estate Planner’s Day 2026
Jordon Rosen, Belfint, Lyons & Shuman, P.A; Theresa De Leon, Arden Trust; Susan T. Bart, Arentfox Schiff LLP
February 18, 2026
Executive Benefits
Kathleen Bilderback
March 18, 2026
Tax Advantaged Business Sales Strategies
Tiffany House
See Full Calendar
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