Next Meeting:
Thursday, November 19, 2026
The Power of Balance Sheet Philanthropy
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November 19, 2026
Justin Lopez, President of 25 Giving
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January 21, 2027
Important Issues in Modern Trust Design
Larry Macklin, Esq., CPA, AEP
March 18, 2027
Unlocking Hidden Value: Life Settlements for High Net Worth Clients and Business Owners
Scott Etish (Director of Strategic Partnerships at Coventry)
May 20, 2027
May Member Meeting - Topic & Speaker TBD
TBD
See Full Calendar
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