Next Meeting:
Tuesday, December 5, 2023
Gift and Estate Tax Issues/Opportunities
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December 5, 2023
Chris Korban, CPA and John Richmann, EA
See Event Details
January 23, 2024
How AI is Affecting Financial Planning
Craig Lemoine, PhD, CFP(R)
February 20, 2024
Tales and Lessons Learned From Operating a Client Service Business
L. Kaye Dent, JD; Jacob Kuebler, CFP®, EA; Kim Martin, CPA
April 30, 2024
Insurance/Hot Topic/Roundtable Discussions/Other Ideas
TBD
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