Next Meeting:
Wednesday, November 19, 2025
The Economy - What the Leading Indicators Are Saying About 2026
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November 19, 2025
Lauren Saidel-Baker
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January 21, 2026
Tax Law Changes Panel Discuss/Presentation
William Fleming, CFP, CTFA; Jennifer, Rivett, Esq.; Kory Reynolds CPA, MST
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.
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