Next Meeting:
Thursday, January 15, 2026
Tax Planning as a Result of the One Big Beautiful Bill Act
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January 15, 2026
Timothy Steffen, CPA-PFS, CFP®, CPWA®, Director of Advanced Planning (Robert W. Baird & Co.)
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February 19, 2026
Heckerling Institute on Estate Planning - 2026 Update
Catherine M. Priebe (Certus Legal Group, Ltd.)
March 19, 2026
What Investment Advisors Need to Know About Trust Investing/Disputes
Jason Kohout and Abbey Magnuson (Foley & Lardner LLP)
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