Next Meeting:
Wednesday, March 27, 2024
Virtual Practice Management Lunch-and-Learn | AI in Estate Planning: Ethical and Practical Considerations
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March 27, 2024
Sarah Kerr Severson, Angelica Russell-Johnson, ArentFox Schiff
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April 18, 2024
Membership Luncheon | Goldenzweig Memorial Lecture | At the Intersection of Wealth Transfer Planning and Life Insurance: Navigating New and Existing Life Insurance Plans with Looming Tax Changes on the Horizon
Todd Steinberg, Loeb & Loeb
May 1, 2024
Joint Council Meeting | Economic Update with Dr. Basu
Anirban Basu, Sage Policy Group
June 11, 2024
Annual Membership Meeting
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