Next Meeting:
Thursday, October 7, 2021
Virtual Roundtable Discussion - Politics, Policy & Legislation
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January 18, 2022
January Joint Council Membership Meeting: Charitable Gifts of Non-Cash Assets
Bruce Geiss, Mary Beth Tarter & John Scibek
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October 7, 2021
Jonathan Fitzgerald, JD, CPA
October 19, 2021
October Membership Meeting: Preparing Clients for Legislative Updates
TBA
November 4, 2021
Roundtable Continental Breakfast: Life Insurance in Rising Tax Environments
R. Marshall Jones, JD, CLU®, ChFC®, AEP®
November 16, 2021
November Membership Meeting: Charitable Planning Strategies
Vicki Pugh, CFRE, CAP
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