Next Meeting:
Wednesday, May 21, 2025
One Choice….can impact generations; Protecting against the Great Retirement Income Gap
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June 18, 2025
Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility
Al W. King III
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July 16, 2025
The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.
Jon Dahlstrom
August 20, 2025
The Optimized Gift Trust & Funding Designs: A Turnkey Solution for Pre-2026 Gift
Jonathon Morrison
September 17, 2025
Charitable Giving Strategies for Attorneys and Accountants Enjoy Giving: Unlocking the Power of Philanthropy—for Your Clients and Yourself
Eric Zimmer
May 21, 2025
Brent DeGroot
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