Next Meeting:
Wednesday, August 20, 2025
How Roth IRA Conversions Can Help to Increase After-Tax Wealth Accumulation and Reduce the Tax Burden of Multi-Generational Wealth Transfer
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August 20, 2025
Andy DelMedico, CFP
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September 19, 2025
Business Advising (RSVP by 9/16)
Ajit A. George and Jeffrey Bradke, JP Morgan Chase
October 30, 2025
Family Wealth - A Hard Look at the "Soft" Issues
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, CEO and Founder, Wealth Legacy Advisors LLC
November 14, 2025
Business Valuations (RSVP by 11/11)
Teryl Tidd, CPA, CVA, MBA
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