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
February 18, 2026
Kathleen Bilderback
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March 18, 2026
Tax Advantaged Business Sales Strategies
Tiffany House , CAPĀ®, CEPA, FCEP, Tax, Estate & Charitable Strategist
April 22, 2026
Fixing Old Trusts
Dane Dehler
See Full Calendar
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