Next Meeting:
Sunday, May 31, 2026
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May 31, 2026
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September 16, 2026
Planning for Clients with International Ties
Joan Crain, CFP, TEP, AEP
October 15, 2026
Economic Outlook & Market Analysis
Ryotaro Tashiro, Outreach Economist and Advisor | Research
November 18, 2026
AEP & Financial Planning for Clients with MS/Alzheimer's
Bronwyn Martin, MBA, CHfC, CLU, AEP, CRPCTM, CMFCTM, CFSTM, CLTC, LACP
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