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October 20, 2025
Navigating Business Valuations – What Estate Planners Must Know
Thomas C. Insalaco, CFA, ASA
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November 5, 2025
Coffee and Conversation
Open Group Discussion
November 17, 2025
Estate Planning with Female Clients
Panel Presentation
December 3, 2025
December 15, 2025
Open Lunch Discussion with Charity Drive
Open Group Discussion-Bring a Case to Share and Discuss
January 26, 2026
Tax Update
CRI
February 12, 2026
Heckerling Roundtable
TBD
March 23, 2026
Insurance in Estate Planning
Local Professionals Panel Presentation
April 20, 2026
Community Property Tax
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