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August 15, 2024

Insights on Gift Planning (RSVP by 8/12)

Jason D Tripp, CFP, FCEP

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September 19, 2024

Public Administration (RSVP by 9/16)

Wendy Lougnot, Esq & Terri York, Esq

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October 17, 2024

The New Normal for Charitable Tax Planning

Justin Miller, J.D., LL.M., TEP, AEP®, CFP®

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November 13, 2024

Death and Funeral Planning (RSVP by 11/10)

Ryan Smith

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UPCOMING EVENTS