Next Meeting:
Wednesday, September 18, 2024
Artificial Intelligence in Estate Planning
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The 2024 - 2025 Sponsorship Information has been released! Download a copy HERE.
To take advantage of these opportunities you may sign-up and pay online using the event registration page HERE.
September 18, 2024
Ross Bruch
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October 30, 2024
Beyond Taxes -The Challenges of Succession Planning for Family Businesses and the Impact on Estate Planning
Tom Garrity
November 19, 2024
Estate Planning for the 99% of Us
Jordon N. Rosen, CPA, MST, AEP®
February 20, 2025
Golf, Networking & AEP Designation
NAEPC
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