Next Meeting:
Wednesday, September 16, 2026
Clarifying HEMS Distribution Standards/Other Fiduciary Considerations for Trustees
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See Upcoming Event Calendar
September 16, 2026
Christian Kelso
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October 15, 2026
Joint Social Event
October 21, 2026
Valuation of Private Equity Interests
Will Frazier
November 18, 2026
Rethinking Estate Planning for Almost Everyone/Those Not Certain to Pay Death Tax
Phil Lindquist
See Full Calendar
