Next Meeting:
Thursday, September 25, 2025
LUNCHEON: Note-worthy Planning: Using Loans to Achieve Estate Planning Goals
Site Links:
Add to My Outlook Calendar
Add to My Google Calendar
5:00 - 6:30 p.m. Dinner at Lloyds
7:00 - 10:00 p.m. "My Fair Lady" performance at the Lyric Opera
See Upcoming Event Calendar
September 25, 2025
Jane Gorham Ditelberg
See Event Details
September 29, 2025
Virtual Workshop: Adequate Disclosure Rules
Georgia Demeros, Thompson Coburn LLP
October 23, 2025
LUNCHEON: When Cash Isn't King: Charitable Planning with Business Interests, Retirement Plans and Illiquid Assets
Agnes Kawecki and Neil Kawashima, McDermott Will & Emery
November 20, 2025
BREAKFAST: Disclose or Don't? Navigating UTC Disclosure Requirements and Family Dynamics
Anna Nichols, Altair Advisers and Julie Pleshivoy, Taft
See Full Calendar
Join our Mailing List!