Next Meeting:
Tuesday, October 27, 2026
Goldenzweig Memorial Lecture and Luncheon | The Art of Premium Financing
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October 27, 2026
Speaker Biography: David A. Wexler, CLU, ChFC, AEP®
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November 17, 2026
Membership Meeting | A View from the Front Lines – Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter
December 15, 2026
Webinar |
Mary Jo Broussard Speier, Esq. & Abigail Wolf Stanton, Esq.
January 20, 2027
Joint Council Breakfast - Planning in a Current High Exemption Environment: Strategies and Opportunities Beyond the Federal Estate Tax
Cliff Schlesinger
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