Next Meeting:
Wednesday, October 19, 2022
What You Forgot (or Never Knew) About International Estate Planning
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Programs Chair Annr Roediger, CPA, AEP®
Estate Planners Day Chair Jacquelyn J. Mingle
Membership Chair Ana M. Perez-Arrieta
Continuing Education Chair Lindsey Saul, CPA
October 19, 2022
Brent Nelson, Rimon Law
See Event Details
November 16, 2022
The Thief in Your Client’s Family
Tiffany Couch, CEO/Founder, Acuity Forensics
December 14, 2022
Moving and holding business interests into and as an asset in an irrevocable trust, complexities and opportunities
Chris Siegle, Wealth Advisor JPMorgan Private Bank
January 20, 2023
Estate Planners Day 2023
Sam Donaldson, Shelly Donaldson
See Full Calendar
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