Links

December 5, 2023

Gift and Estate Tax Issues/Opportunities

Chris Korban, CPA and John Richmann, EA

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January 23, 2024

How AI is Affecting Financial Planning

Craig Lemoine, PhD, CFP(R)

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February 20, 2024

Tales and Lessons Learned From Operating a Client Service Business

L. Kaye Dent, JD; Jacob Kuebler, CFP®, EA; Kim Martin, CPA

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April 30, 2024

Insurance/Hot Topic/Roundtable Discussions/Other Ideas

TBD

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UPCOMING EVENTS