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
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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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