Next Meeting:
Thursday, October 30, 2025
Members Only: After OBBBA: Advising Your Clients in 2025 and Beyond Charitable Tax Planning Strategies and More
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October 30, 2025
Greg Gadarian and Herb Hoffman
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November 19, 2025
Charitable Remainder Trusts
Kit Mac Nee
December 17, 2025
Public Benefits for Long Term Care
Marcia Goodman, Specific Law Firm
January 23, 2026
Estate Planner’s Day 2026
Jordon Rosen, Belfint, Lyons & Shuman, P.A; Theresa De Leon, Arden Trust; Susan T. Bart, Arentfox Schiff LLP
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