Next Meeting:
Tuesday, October 13, 2026
Organizational Tools for Clients and their families
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October 13, 2026
Angela O'Neill, CFP, CLTC, Partner - The Strebel Planning Group
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November 10, 2026
When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets
January 12, 2027
2027 Tax Updates
Michelle Flinn, CPA - Sciarabba Walker
February 9, 2027
Topic TBD
TBD
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