Next Meeting:
Wednesday, December 17, 2025
December 2025 Meeting - Tax Update
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December 17, 2025
Krystal Creach, CPA, Forvis Mazars
See Event Details
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
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
See Full Calendar
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