Next Meeting:
Wednesday, March 18, 2026
Tax Advantaged Business Sales Strategies
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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
March 18, 2026
Tiffany House , CAPĀ®, CEPA, FCEP, Tax, Estate & Charitable Strategist
See Event Details
April 22, 2026
Fixing Old Trusts
Dane Dehler
April 29, 2026
Spring Happy Hour
See Full Calendar
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