Next Meeting:
Tuesday, September 9, 2025
Presentation Topic: Summary & Insights From H.R.1, The One Big Beautiful Bill (OBBBA)
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September 9, 2025
April Walker
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October 14, 2025
Presentation Topic: TBA
TBA
November 11, 2025
Re: Advising In The Age of AI: Opportunities & Risks For Estate & Wealth Professionals
Nikin Shah & Gregg Bordes
February 10, 2026
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