Next Meeting:
Wednesday, April 8, 2026
The Masters of Estate Planning! Fairway Social Event
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March 5, 2026
Beyond the Numbers: How the Enneagram Can Enhance Estate Planning & Trust Administration
Hunter Mobley
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April 27, 2026
Commonly Overlooked Estate Planning Opportunities AND Revocable Trusts - A Better Approach
Martin Shenkman (with 15 min AEPĀ® presentation/ Q&A from Harvey Hutchinson)
May 14, 2026
Estate Planning Current Developments / Hot Topics
Nick Djuric
September 3, 2026
Interesting Fiduciary Cases
Dana G. Fitzsimons, Jr.
April 8, 2026
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