One week prior to our meetings, the presentations and handouts will be available here.
2025:
November 14th Quarterly Meeting
Dan Candura, CFP Emeritus; Candura Group
Ethics CE: A Practical Application of CFP Board's Code and Standards for 2025
(The presentation will not placed here; be sure and bring a laptop, tablet or phone in order to participate).
Companion Guide (Dan asked that we provide this guide to all attendees).
Greg Geisler, PhD; Kelley School of Business, Indiana University
The One Big Beautiful Bill Act: What's Most Important for 2025 Financial Planning