Next Meeting:
Wednesday, January 29, 2025
Breakfast Meeting - AI Update in Estate Planning
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January 29, 2025
Ross E. Bruch, Senior Wealth Planner, Brown Brothers Harriman & Co.
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February 26, 2025
Breakfast Meeting - Heckerling Conference Recap
Marty Babitz of BNY Mellon
March 26, 2025
Breakfast Meeting - Tax Update: Sunset Provision
Steve Slade of Wouch, Maloney & Co, LLP
April 30, 2025
Joint Dinner Meeting with MCEPC
To be Announced
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