Next Meeting:
Wednesday, November 18, 2026
Topic: End of Life Planning
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November 18, 2026
Hilary Brooke Walker from Known Wishes
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January 20, 2027
Topic: Business Succession Planning
Dan Gaffney from Baker Tilly
March 24, 2027
Topic: Residency Changes in Estate Planning
Alex Hurt
May 12, 2027
Topic: AEP Presentation and Case Study Workshop
Katti Esp and Justin Gross, co-facilitators
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