Next Meeting:
Tuesday, September 15, 2026
POA's, Modifications of Trust
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September 15, 2026
Soraya Aguirre
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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
May 20, 2027
Annual May Event
Sam Donaldson
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