Next Meeting:
Wednesday, October 21, 2020
Business Succession Planning VIRTUAL MEETING
Site Links:
October 21, 2020
Kevin Rogers
See Event Details
November 18, 2020
Ways to Protect the Plan from Client Neglect/Faulty Maintenance
Laurel Stephenson
December 3, 2020
SECURE Act (Joint Meeting with Dallas Estate Planning Council)
Bob Keebler
January 20, 2021
Summary of the New Tax Laws Generated in Response to COVID 19
Kevin Harris
See Full Calendar
