Next Meeting:
Thursday, October 30, 2025
Family Wealth - A Hard Look at the "Soft" Issues
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October 30, 2025
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, CEO and Founder, Wealth Legacy Advisors LLC
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November 5, 2025
NextGen Happy Hour
November 10, 2025
Business Valuations (RSVP by 11/6)
Teryl Tidd, CPA, CVA, MBA
November 18, 2025
AEP in a Box Event
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