Next Meeting:
Thursday, February 13, 2025
Heckerling Update - (NOTE CHANGE OF LOCATION)
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February 13, 2025
Melissa Devantier (Nicolet Trust) & John Loew (Sikich CPA)
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April 10, 2025
Life Insurance - How do you Own it and How do you Finance the Premiums
Sagemark - Paul Meyer & Associates
May 8, 2025
Charitable Trust Planning - CRTS and CLTs
Jonathon Gibson (CLA) & Sandi Lakey (LPTC)
June 12, 2025
Golf Outing
Host - Mark Smith
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