Next Meeting:
Thursday, October 22, 2026
The Business Owner Trifecta
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October 22, 2026
Andrew Rinn
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November 12, 2026
Advanced Charitable Brain Teasers
Bryan Clontz
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
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