One week prior to our meetings, the presentations and handouts will be available here.
2026:
May 8th Quarterly Meeting
Brian Eagle JD, Eagle & Fein, P.C.
The ESOP Exit Strategy: Navigating Your Clients' Path from Owner to Legacy
Matt Howard, Howard Medicate and Health Insurance
The ACA Marketplace in 2026: What Financial Advisors Need to Know
Patricia Taylor, MBA, ChFC, Lincoln Financial Distributors
Four Tax Planning Strategies Using RIA Class Annuities