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August 6, 2020

TOPIC: Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow)

Paul Lee of Northern Trust

September 3, 2020

TOPIC: Effectively Using Beneficiary Designations on Retirement Accounts

Paul Fidler of Schneider, Smeltz, Spieth, Bell, LLP

October 1, 2020

TOPIC: TBD

Bob Keebler of Keebler & Associates, LLP

November 5, 2020

TOPIC: Family Philanthropy: Navigating Charitable Giving through Estate Planning

Megan Wilson of Arlington Family Offices