Next Meeting:
Thursday, September 11, 2025
One Big Beautiful Bill Act of 2025
Site Links:
September 11, 2025
Tricia Buhrfiend, Kevin Zanni, Andrew Lopez
See Event Details
November 20, 2025
Estate Planning Considerations - Digital Assets
Facilitated by: Don Degen, CFP
January 15, 2026
2026 Economic & Market Forecast
Facilitated By: Michael Holevas, CFA
March 19, 2026
Family Business Transition
Facilitated by: Tim Sullivan CLU, ChFC, AEP
See Full Calendar
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