Next Meeting:
Thursday, May 8, 2025
Membership Meeting: Life Settlement and Insurance Valuation for Estate Tax Professionals
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May 8, 2025
Jamie L. Mendelsohn with the Ashar Group
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May 21, 2025
Wine Down Wednesday
September 3, 2025
September 25, 2025
Membership Meeting: Wealth Planning
David Torre, J.D., CFP, AEP, CEPA, CAP
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