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We look forward to seeing you at our meeings!
April 23, 2025
Study Group/Webinar- "Estate Planning Tips and Developments"
Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished).
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April 24, 2025
Breakfast Meeting- "Surrogates' Court Update"
Surrogates Hon. Vincent J. Messina, Jr. & Hon. Margaret C. Reilly
May 14, 2025
STUDY GROUP- Webinar-"Strategies to Help Maximize Social Security Benefits"
Ash Ahluwalia, CFP®, MBA
June 3, 2025
Annual Officers’ Conferment Dinner
June 11, 2025
STUDY GROUP- Webinar-" Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’sVersion)"
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP
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