Next Meeting:
Thursday, August 15, 2024
Insights on Gift Planning (RSVP by 8/12)
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August 15, 2024
Jason D Tripp, CFP, FCEP
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September 19, 2024
Public Administration (RSVP by 9/16)
Wendy Lougnot, Esq & Terri York, Esq
October 17, 2024
The New Normal for Charitable Tax Planning
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
November 13, 2024
Death and Funeral Planning (RSVP by 11/10)
Ryan Smith
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