Next Meeting:
Wednesday, September 17, 2025
Treatment and Use of Executive Compensation Packages in Your Estate Plans
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Membership Committee - TBD
Speaker and Venue Committee - Dan Makoski and Deb Schatzki
Sponsor Committee - Debra Schatzki and Jayne Kredatus
September 17, 2025
Matt Schiff CLU, ChFC, WMCP
See Event Details
November 18, 2025
Estate Planning With Non-Tax Considerations
Scott Etish, Esq., Jeff Savlov, Michael Palumbus, ChFC, CBEC & Beth Engelzos
January 28, 2026
2026 Heckerling Review!
Mark R. Parthemer, Esq., AEP, ACTEC Fellow
March 5, 2026
2026 Tax Updates
Maureen C. Jasper, CPA
See Full Calendar
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