Next Meeting:
Thursday, June 25, 2026
Lecture on Tap
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June 25, 2026
Brian Sandoval
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September 15, 2026
POA's, Modifications of Trust
Soraya Aguirre
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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