Next Meeting:
Tuesday, September 15, 2026
Strategic Uses of Life Insurance in Advanced Legacy Planning for Ultra High Net Worth Families
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September 15, 2026
Ross A. Ferrin
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October 28, 2026
Lecture on Tap
Brian Erling, MD, MBA (Renown)
November 10, 2026
Beyond the Numbers: How Valuation Impacts Tax, Estate & Succession Planning
Nainesh Shah, CFA, CVA, Director of Valuation Advisory and Founding Partner of Complete Advisors
December 2, 2026
Joint Holiday Party - EPCNN, PGRT, AFP and CFNN
TBD
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