Next Meeting:
Wednesday, November 19, 2025
Tax Update – Unraveling the Big Beautiful Bill
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November 19, 2025
Keith Hiatt CPA, AEP, CAP, Partner, Breslow Starling
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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
May 13, 2026
Name, Image, Likeness (NIL) What Estate Planners Need to Know (part 1)
James Hefferan, E-Discovery of Counsel Kilpatrick Townsend & Stockton
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