Next Meeting:
Wednesday, January 28, 2026
Breakfast Program - H.R.1 (OBBBA): Part 2 - Social & Economic Impacts
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January 28, 2026
Panel of speakers
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February 25, 2026
Breakfast Program - AI in Estate Planning: Tools, Applications, and Ethics for Attorneys, CPAs, and Advisors
Jeffrey Bowley, CPA, and Jennifer Ellis
March 25, 2026
Breakfast Program - Heckerling Institute Recap
Marty Babitz of BNY Mellon
April 22, 2026
Joint Dinner Meeting - Hosted by Montgomery County EPC
Date is Tenative
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