Next Meeting:
Tuesday, October 21, 2025
Lunch & Learn: The One Big Beautiful Bill Act: What’s Changed for Individuals and Business Owners.
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March 12, 2026
Dinner Meeting: Overdue Overview Review on Florida Asset Protection
Michael Sneeringer
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October 21, 2025
Amber Waldman & Karen Fitzpatrick
November 13, 2025
Dinner Meeting: Year-End Planning for High Net Worth Clients: Advanced Techniques
TBD
December 9, 2025
Lunch & Learn: Common Advisor Concerns When Working with Clients in Grief
Chris Dale
January 15, 2026
Dinner Meeting: TBD
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