Next Meeting:
Wednesday, November 19, 2025
November 2025 Meeting - Navigating Firearm Estates: Legal Considerations & Best Practices
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November 19, 2025
Paul Bastean, Heritage Estate Services and Firearms Appraisals
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December 17, 2025
December 2025 Meeting - Tax Update
Krystal Creach, CPA, Forvis Mazars
January 21, 2026
January 2026 Meeting - A Guide to Trust Structuring
Shane Rader, Kembell Woods & Martinsen, LLP
February 18, 2026
February 2026 Meeting - A Guide to the Markets
Todd Baker, Executive Director, Client Advisor at JP Morgan
See Full Calendar
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