Next Meeting:
Wednesday, April 22, 2026
Independence Breakfast: Famous Estates, Familiar Problems: Applying Lessons from Celebrity Estates to Private Client Planning sponsored by PNC Bank
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April 22, 2026
Dana DeCapite, Joe Ferraro, and Kate Wensink
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May 12, 2026
Annual Joint Luncheon with Tax Club: Buy/Sell Agreements sponsored by Western Reserve Trust Company
Tami Bolder and Jason Harris
June 4, 2026
Special Awards Celebration sponsored by Glenmede
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