Meeting Dates for member year 2023-2024 are:
• September 29, 2023 – Tauseef Ghazi from RSM: “Cyber Security Threats for the Affluent”
• October 27, 2023 – Chris Goodrich from Crady Jewett: “Corporate Transparency Act”
• December 1, 2023 – Tracey Ullman from John Hancock Insurance Advanced Markets Group: “Estate Planning with Life Insurance”
• January 26, 2024 – Sam Donaldson from Georgia State University: “Estate Planning Update” (Joint meeting with HBEPC)
• February 23, 2024 – Karen Gerstner: “Secure Act 2.0”
• April 26, 2024 – Steve Akers of Bessemer Trust: “Washington Tax Update”
• May 31, 2024 – Abigail Rosen Earthman from Perkins Coie LLP: “Planning for Crypto and Digital Assets”
Registration: 11:30 a.m.
Program: 12:00 Noon