One week prior to our meetings, the presentations and handouts will be available here.
2026:
March 13th Quarterly Meeting
Amy Florian, CEO of Corgenius
Life Happens: Are You and Your Clients Prepared? (Amy's presentation will not be placed on the website).
Note taking worksheet is here.
Charo Boyd, M.S., Social Security Administration
Social Security Retirement, Spouse and Survivors Benefits Update 2026 with Case Studies