Next Meeting:
Tuesday, October 6, 2026
Tax Strategies Within Qualified Retirement Plans
Site Links:
You must be logged in to view the document library. Login now.
October 6, 2026
Zachery Mountel, CPC, QPA, QKA - Trinity Pension Consultants, Akron, OH
See Event Details
November 10, 2026
The Particulars of Real Property in Estate and Living Estate Situations
Chuck McKee - Bluegrass Auction, Appraisal & Realty, LLC, Lexington, KY
December 1, 2026
Green Burials
Lauren Wolven - Arentfox Schiff LLP, Chicago, IL
January 5, 2027
Trump Accounts and the $1700 Credit for Organizations
Julio Levisohn, CRPC, CPFA, SE-AWMA - Merrill Lynch Wealth Management, Lexington, KY
See Full Calendar
Join our Mailing List!
