Next Meeting:
Thursday, November 20, 2025
Breakfast meeting: One Big Beautiful Bill
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Currency of transaction is U.S. dollars.
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November 20, 2025
Gregory C. Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS
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January 27, 2026
Virtual Morning Meeting: Markets in Motion: Investing Smarter in a Tech-Driven Era
Herb Schechter, CPA & Robert Britton, Jr., CFA
February 12, 2026
Networking Social "Connect Over Cocktails" Happy Hour
February 24, 2026
Virtual Morning Meeting
See Full Calendar
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