Next Meeting:
Tuesday, July 20, 2021
Virtual Summer Luncheon
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June 29, 2021
Bonus Program: 2021 Income Tax Planning Strategies including IRA Strategies
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
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July 20, 2021
September 21, 2021
Program Meeting
David Wolf
October 19, 2021
Bonus Program: Social Security Considerations in Estate Planning
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 16, 2021
Tax Planning and Update before Year-End
Rachel Votto
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