Next Meeting:
Thursday, February 13, 2025
Membership Lunch Meeting - Preparing for Audits - Best Practices for Minimizing Audit Risk in the Planning Process
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February 13, 2025
Amanda Abel, Patrick Guthrie, Melissa Wiley
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March 5, 2025
Wake Up Wednesday Networking Coffee!
March 10, 2025
Webinar | Highlights from the 2025 Heckerling Institute on Estate Planning
May 8, 2025
Membership Breakfast
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