Next Meeting:
Friday, July 24, 2026
Summer Series I: Planning with Real Estate
Site Links:
July 24, 2026
Corey Larson, Jennings Haug Keleher McLeod Waterfal LLP; Eric Freeman from Beach Fleischman, Vinny Yackanin, Long Realty Company
See Event Details
August 14, 2026
Summer Series II: International Estate Planning
Brent Nelson, Rimon, P.C.; David Lopez-Monroy, Merrill Lynch Wealth Management;
September 16, 2026
September Meeting
Robert Fleming
October 21, 2026
October Meeting
Gerry Beyer
See Full Calendar
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