Next Meeting:
Wednesday, January 21, 2026
Breakfast Webinar: Family Office Structure – Advantages & Who Should Consider It
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December 10, 2025
Breakfast Webinar: Managing Family Conflicts
Jane Beddall, M.A., J.D., Founder/Principal, Dovetail Resolutions, LLC.
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January 21, 2026
Jacob M. Even, J.D., LL.M., Senior VP/Wealth Strategist-Tax Policy & Research, Wealthspire Advisors
February 11, 2026
International Estate Planning – Tips and Challenges
Michael W. Galligan, J.D., Co-Chair, Trusts & Estates Department, Phillips Nizer LLP
March 11, 2026
Breakfast Webinar
TBA
May 6, 2026
Premium Financing
New York Life Insurance (Speakers TBA)
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