Next Meeting:
Thursday, November 7, 2024
Membership Lunch Meeting with In-Person and Virtual Options | Case Studies in Estate Planning for Retirement Benefits & When Retirement Benefits are Payable to a Trust
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November 7, 2024
Natalie Choate
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January 22, 2025
Joint Council Breakfast | Updates on the Corporate Transparency Act
Melissa Wiley, Caplin & Drysdale
March 18, 2025
Membership Meeting | Unlocking Key Tax Elections in Estate Planning
David De Jong, Stein Sperling
April 23, 2025
Networking Happy Hour
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