Next Meeting:
Thursday, August 28, 2025
Welcome Back Happy Hour
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
August 28, 2025
See Event Details
September 17, 2025
Post Mortem Estate Tax Planning
Ashley Case
October 15, 2025
Tips from Cyber-Crime Expert
Mark Seiden
November 19, 2025
Charitable Remainder Trusts
Kit Mac Nee
See Full Calendar
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