Next Meeting:
Wednesday, January 21, 2026
Tax Law Changes Panel Discuss/Presentation
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January 21, 2026
William Fleming, CFP, CTFA; Jennifer, Rivett, Esq.; Kory Reynolds CPA, MST
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February 18, 2026
Lunch & Learn - Tips to Tax-Smart Investing and Lifetime Wealth by ZOOM
Elizabeth Larson & Michael Solari - Hosts
March 18, 2026
Valuations - What You Need to Know and Things to Consider
Audra Moncur, CPA/ABV
May 20, 2026
Navigating International Estate Planning Issues
Ruth Mattson, Esq.
See Full Calendar
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