Next Meeting:
Wednesday, January 27, 2027
Charitable Remainder Trusts in Focus: A Visual Guide from Foundations to Advanced Planning
Site Links:
November 18, 2026
Estate Planning For Farmers
Roger McEowen
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January 27, 2027
Kyle Wesely
February 24, 2027
Tax-Smart Charitable Giving Strategies Using Commercial Annuities, Charitable Gift Annuities, and IRAs
Johni Hays, JD, FCEP
March 24, 2027
Economic Update
Chris Kuehl
April 28, 2027
"Ownership Transitions - Psychology, Timing and Strategies".
Victor Aspengren
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