Next Meeting:
Tuesday, December 8, 2026
Current Topics in Tax & Estate Planning Panel
Site Links:
Add to My Outlook Calendar
Add to My Google Calendar
See Upcoming Event Calendar
December 8, 2026
A Panel Discussion Featuring Area ProfessionalsToys for Tots Toy Drive
See Event Details
January 26, 2027
Estate Planning for Different Cultures
Kit Mac Nee, CFP®, CRPC®, AEP®
February 16, 2027
Creative Charitable Planning with Noncash Assets
Bryan K. Clontz, Ph.D., CFP®, CLU®, ChFC®, CAP®, RICP®, CBP, ChSNC®, CEPA®, AEP®Distinguished
March 23, 2027
Special Needs and GuardianshipPlanning from Womb to Tomb
David R. Toups, JD., MBA, CFA®, CFP®, CTFA®
See Full Calendar