Next Meeting:
Tuesday, October 20, 2026
Lunch & Learn: Charitable Planning
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November 19, 2026
Dinner Meeting: Technology & Financial Exploitations - Protecting the Elderly & Vulnerable
Sasha F. Granai, Esq.
See Event Details
January 14, 2027
Dinner Meeting: Ten Tips for Effective IRA Planning and Administration
Rachel Barlow, Esq.
March 11, 2027
Dinner Meeting: Federal Tax Update
Samuel A. Donaldson
October 20, 2026
Steve Jarina
December 8, 2026
Lunch & Learn: Navigating Business Valuations
Timothy Bronza and Thomas Insalaco
February 9, 2027
Lunch & Learn: Pets & Collectibles in Planning & Administration
Peggy Hoyt
April 20, 2027
Lunch & Learn: Insurance
Hollie Gorman
See Full Calendar
