Next Meeting:
Tuesday, October 6, 2026
Fall Social 2026 with EPC and NOCGP sponsored by Clearstead and Cleveland Foundation
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Currency of transaction is U.S. dollars.
$0.00
October 6, 2026
See Event Details
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, AEPĀ®
November 10, 2026
Luncheon: Navigating Pre-M&A Deal: From Due Diligence to Integration Planning to Strategic Negotiation sponsored by U.S. Bank Private Wealth Management
Monica Tarasco
December 2, 2026
Breakfast: The Great Wealth Transfer: Topics for Consideration sponsored by Glenmede
Katie Collin, Eric Meleney, and Richard Tanner
See Full Calendar
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