Next Meeting:
Thursday, November 12, 2026
Advanced Charitable Brain Teasers
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November 12, 2026
Bryan Clontz
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November 17, 2026
Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations
Cannon Teleconference
December 10, 2026
The Current Market Environment: A Long-Term Investment Perspective
Matt Clark
January 21, 2027
Trust Planning With Beneficiary Well-Being In Mind: How Advisers Can Help Prepare The Next Generation For Inherited Wealth
Todd Flubacher
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