Application Form

May 21, 2025

May Quarterly Dinner Meeting

Brandon Smith and Diana Shriner

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June 25, 2025

Lunch Hour Webinar

Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)

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July 16, 2025

Lunch Hour Webinar

Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP®

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September 17, 2025

September Dinner Meeting

TBA

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UPCOMING EVENTS