Next Meeting:
Thursday, November 12, 2026
Senior & Elder Care Planning
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November 12, 2026
Facilitated by Carol Murin, LTCP, CLTC, CSA & Tim Sullivan MSFS, CLU, ChFC, AEP
See Event Details
January 14, 2027
2027 Economic & Market Forecast
Facilitated by Michael Holevas, CFA
March 18, 2027
Leveraging AI & the Legal Implications of AI in Professional Services
Facilitied by Don Degen, CFP and Andrew Lopez, CFA, CPA/ABV
May 13, 2027
Annual Meeting & Pickleball Social Event
See Full Calendar
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