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UPCOMING EVENTS

September 8, 2026

Luncheon: Checking for Updates… Estate Planning for Digital Assets 9+ years after Ohio Adopted RUFADAA sponsored by Stout

David M. Lenz

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October 6, 2026

Fall Membership Social sponsored by Clearstead and Cleveland Foundation

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October 20, 2026

Luncheon: From the Code to the Cloud: New Tax Law, FinCEN Rules, and Modern Estate Planning sponsored by Sequoia Financial Group

Mark R. Parthemer, JD, ACTEC Fellow, AEP®

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November 10, 2026

November Luncheon: Topic TBD sponsored by U.S. Bank Private Wealth Management

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