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