Next Meeting:
Tuesday, July 28, 2026
Serving as Trustee: Blessing or Burden?
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July 28, 2026
Jennifer Campbell, Esq, Alla Kutz, Mike Novak, and Scott Rahn, Esq.
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September 22, 2026
Mission Creep and Ethical Considerations: When Wealth Planning Professionals Overstep
Stewart R. Albertson, Esq. & Keith A. Davidson, Esq. - Albertson & Davidson, LLP
November 17, 2026
To Be Announced
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