Next Meeting:
Wednesday, February 18, 2026
February 2026 Meeting - A Guide to the Markets
Site Links:
February 18, 2026
Todd Baker, Executive Director, Client Advisor at JP Morgan
See Event Details
March 25, 2026
March 2026 Meeting - Mega Backdoor Roth and other Retirement Plan Document Estate Considerations
Skylar Smith, CFP, and Beau Barrett, CPA, QKA, KPM Wealth Advisors
April 22, 2026
April 2026 Meeting - Guest Night
See Full Calendar
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