Next Meeting:
Wednesday, December 13, 2023
Navigating Social Security Benefits
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December 13, 2023
Elaine Simmons, Partner, Social Security Informed
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January 26, 2024
Estate Planners Day 2024 “The Greatest of the Latest”
Edwin P. Morrow III, Esq. Wealth Strategist with Huntington Private Bank and S. Gray Edmondson, Esq. Edmondson Sage Allen PLLC
February 21, 2024
Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, Evercore Wealth Management, LLC
March 20, 2024
Use and Misuse of Marital Deduction
Lauren J. Wolven, Levenfeld Pearlstein
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