Next Meeting:
Thursday, October 17, 2024
Networking Happy Hour
Site Links:
Membership Renewal for 2023-2024 is due by September 30, 2023.
Currency of transaction is U.S. dollars.
$0.00
October 17, 2024
See Event Details
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
Natalie Choate
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
See Full Calendar
Join our Mailing List!