Next Meeting:
Monday, September 9, 2024
Transition By Design: Successful Succession **SPONSORED by Duckwall & Company, Inc - Michelle Johnson
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September 9, 2024
Susan Rounds, JD, CPA, LL.M., AEPĀ®
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October 14, 2024
Life Settlements & Valuations **SPONSORED by Purview Life (MEMBER BRING A GUEST) Guest Fees SPONSORED by
Jamie Mendelsohn
November 4, 2024
Shakespeare, Succession & Estate Planning **SPONSORED by (MEMBER ONLY)
Leslie Amann, JD, AEP
December 3, 2024
CE Breakfast Webinar **SPONSORED by TEPF Past Presidents
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