Next Meeting:
Wednesday, September 17, 2025
September 2025 Meeting - Fraud in Trusts and Estates: Red Flags, Safeguards & the Role of the Experts
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September 17, 2025
Mike Nelson, CPA, KPM CPAs
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October 15, 2025
October 2025 Meeting - Unpacking Social Security
Allianz Life Insurance
November 19, 2025
November 2025 Meeting - Navigating Firearm Estates: Legal Considerations & Best Practices
Paul Bastean, Heritage Estate Services and Firearms Appraisals
December 17, 2025
December 2025 Meeting - Tax Update
Krystal Creach, CPA, Forvis Mazars
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