Next Meeting:
Tuesday, March 10, 2026
“Strengthening Your Advisory Practice: Using Complex Assets to Grow AUM and Stay Relevant”
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March 10, 2026
Bruce Geiss
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April 7, 2026
Is that Irrevocable Trust really Revocable?
Gregory MacKenzie, The Hurley Firm
May 27, 2026
Introducing the Elder Care Network
June 24, 2026
TBD
Robin Bonner
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