Next Meeting:
Tuesday, September 26, 2023
Breakfast meeting: Mom Always Liked You Best: Helping Clients Manage Trust and Estate Disputes
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September 26, 2023
Casey Marshall
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October 24, 2023
Fall Social Event
November 16, 2023
Breakfast meeting: Tax Update
Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
January 23, 2024
Zoom Only Event: 2024 Economic Outlook and Market Update
Herb Schechter, CPA
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