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November 4, 2026
Coffee and Conversation
Open Group Discussion
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November 16, 2026
When Good Intentions Go Wrong; Lessons in Charitable Giving+ Community Outreach
Duggan Cooley, Marion Yongue and Luis Silva
February 18, 2027
Heckerling Presentation- Joint with Suncoast Estate Planning Council
Heckerling Presenter
March 15, 2027
IRS Presentation
Crown and Company CPAs
April 19, 2027
Transitioning from Owner to Operator Phase
Jingyi Blank from INB Bank
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