Next Meeting:
Thursday, September 18, 2025
Social Security Planning
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September 18, 2025
Ruthann Driscoll (Driscoll Law LLC)
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October 16, 2025
At the Intersection of College Planning and Estate Planning
Brad Baldridge (Baldridge College Solutions)
November 20, 2025
Estate and Long-Term Planning for Incapacity and Special Needs
Mark Johnson (Johnson Teigen Attorneys at Law)
January 15, 2026
Tax Planning as a Result of the One Big Beautiful Bill Act
Timothy Steffen, CPA-PFS, CFP®, CPWA®, Director of Advanced Planning (Robert W. Baird & Co.)
See Full Calendar
