Member Renewal

October 30, 2025

Family Wealth - A Hard Look at the "Soft" Issues

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

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November 14, 2025

Business Valuations (RSVP by 11/11)

Teryl Tidd, CPA, CVA, MBA

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November 18, 2025

AEP in a Box Event

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UPCOMING EVENTS