Meetings

November 17, 2026

November Luncheon: Rethinking Estate Planning

Phil Lindquist, Lindquist Eisenberg LLP

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January 26, 2027

January Luncheon: Tax-Advantage Business Sales

Tiffany House, Tax & Estate Strategy & Gift Planning Institute

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February 23, 2027

February Luncheon: Estate Planning Best Practices and Valuation Discounts

Ross Slutsky, Witham Smith+Brown, PC and Brent Berselli, Holland & Knight

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March 23, 2027

March Luncheon

Eric Czephya, Northern Trust

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UPCOMING EVENTS