Next Meeting:
Tuesday, September 23, 2025
Breakfast meeting: Ethical and Practical Considerations When Working with Incapacitated Clients
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September 23, 2025
Aram Desteian | Dena DeGroat, CLTC®, FIC | Christopher Smith CFP®, CLTC® | Kyle Playford, CFP®, CEPA | Nate Danielson, CTFA – Moderator: Natalie A Roberts, J.D., LL.M. in Taxation
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October 28, 2025
Fall Private Luncheon at Pizza Lucé - Eden Prairie sponsored by Revere Auctions
sponsored by Revere Auctions
November 20, 2025
Breakfast meeting: Tax Update with Greg Carlson
Gregory C. Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
January 27, 2026
Virtual Morning Meeting
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