Next Meeting:
Wednesday, February 18, 2026
Executive Benefits
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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
January 23, 2026
Estate Planner’s Day 2026
Jordon Rosen, Belfint, Lyons & Shuman, P.A; Susan T. Bart, Arentfox Schiff LLP; Theresa De Leon, Arden Trust
See Event Details
February 18, 2026
Kathleen Bilderback
March 18, 2026
Tax Advantaged Business Sales Strategies
Tiffany House
April 22, 2026
Fixing Old Trusts
Dane Dehler
See Full Calendar
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