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If you are not receiving program information via email, please contact fpasoco@gmail.com.
Upcoming Meetings Preview:
Most breakfast meetings convene from 7:30-9:00 am on the 2nd floor of the Hilton Garden Inn Downtown.
Please check for possible venue changes and details - indicated next to the date.
January 21st - Eric Mueller - Inherited IRA Distribution Rules and Effective Strategies for IRA Beneficiary Planning
February 18th - Steve Marken, Esq - Trustee Services
March 18th - Chris Fernandez - Nonqualified Deferred Compensation Plans
April 15th - Zack Millstein and Kevin Rosenberg
May 20th - Paul Grumman at RCX Capital Group
June 25th - Summer Social 6:00 p.m. - Switchbacks game at Weidner Field. Seats Limited - reserve today!
July 15th - Capitol Group-American Funds - Building a Sustainable High–Performance Practice. A Guide to Creating Growth and Opportunity
August 19th - Dr. Craighead of the UCCS Economic Forum - Trade and Economic Outlook
September 16th - TBD
Oct 2nd - 29th Annual UCCS Economic Forum at ENT Center for the Arts
October 21st - Marc Pace - topic TBD
November 18th - Dorren Meerz - topic TBD
December - Winter Social - TBD Date ,Time, and Location
Jan 20, 2026 - John Nichols of Trustee Services - Special Needs Trusts
February 17, 2026 - Marcie Carvalho -Marriage and Money