Next Meeting:
Wednesday, April 22, 2026
Fixing Old Trusts
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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
April 22, 2026
Dane Dehler, Bogutz & Gordon, P.C
See Event Details
April 29, 2026
Spring Happy Hour
May 14, 2026
OBBB: Inside the Toolbox with Herb and Greg: Advanced Ideas in Estate, Tax, and Charitable Planning
Herb Hoffman & Greg Gadarian
July 24, 2026
Summer Series I: Planning with Real Estate
See Full Calendar
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