Next Meeting:
Tuesday, December 3, 2024
Lunch & Learn: 'Tis the Season…Charitable Giving
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December 3, 2024
Phillip Henry
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January 16, 2025
Dinner Meeting: IRAs & Post-Mortem Planning
Bob Kirkland
February 4, 2025
Lunch & Learn: Yours, Mine and Ours...Community Property Statute Briefing
Lea Anne Groover, JD, MBA, CFP®, CTFA
March 13, 2025
Dinner Meeting: Estate Planning Paralysis: Getting Your Clients to Act
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
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