One week prior to our meetings, the presentations and handouts will be available here.
2025:
May 9th Quarterly Meeting
Valerie Brennan, CPA, PFS and David Burnett, CPA, CFP, CEPA; CBIZ Somerset
Federal Tax Update: Key Changes & Planning Strategies for 2025
J. Scott Christianson, University of Missouri
Cryptocurrency "Game"
Navigating the New Frontier of Money: Cryptocurrencies, NFTs and Beyond
Rebecca Vaughn, Indiana Department of Insurance
Overview of Long Term Care