Next Meeting:
Wednesday, January 29, 2025
Breakfast Meeting - AI Update in Estate Planning
Site Links:
January 29, 2025
Ross E. Bruch, Senior Wealth Planner, Brown Brothers Harriman & Co.
See Event Details
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
See Full Calendar
Join our Mailing List!
Nicholas Walter
Nicholas Walter