Next Meeting:
Wednesday, May 21, 2025
One Choice….can impact generations; Protecting against the Great Retirement Income Gap
Site Links:
You must be logged in to update your member profile. Login now.
May 15, 2025
2025 Member Welcome Social
Social
See Event Details
June 18, 2025
Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility
Al W. King III
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
See Full Calendar
Join our Mailing List!
