Next Meeting:
Wednesday, September 17, 2025
Celebrity Estate Planning – What We Can Learn From Those Who Could Have and Should Have Known Better
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September 17, 2025
Chris Genheimer, Esq., Director, Carruthers & Roth PA
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November 19, 2025
Tax Update – Unraveling the Big Beautiful Bill
Keith Hiatt CPA, AEP, CAP, Partner, Breslow Starling
January 21, 2026
Market and Economic Update
Dennis Stearns, CFP®, Founding Partner & Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA, Partner, Stearns Financial Group
March 18, 2026
Understanding Behavioral Finance to Maximize Your Financial Outcomes
Richard Leib, CIMA, Regional Director, Fidelity Institutional
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