Next Meeting:
Wednesday, February 26, 2025
Breakfast Meeting - Heckerling Conference Recap
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February 26, 2025
Marty Babitz of BNY Mellon
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March 26, 2025
Breakfast Meeting - Tax Update: Sunset Provision
Steve Slade of Wouch, Maloney & Co, LLP
April 30, 2025
Joint Dinner Meeting with MCEPC
Kevin Jameson of the Dementia Society of America
May 21, 2025
Breakfast Meeting - Plan for Aging
Jay Burgman of The Burgman Financial Group and Richard Newman of Rothkoff Law Group
See Full Calendar
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