Next Meeting:
Tuesday, March 11, 2025
Luncheon: Unwrapping the Puzzle: Complex Assets sponsored by BNY Wealth
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March 11, 2025
Katie Collin, Cleveland Foundation and Patrick Polomsky, Stout
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April 23, 2025
Breakfast (Independence): Advanced Care Planning Panel sponsored by Stout
Allison McMeechan, Matt Slain, and Catherine Rush
May 12, 2025
Annual Joint Luncheon with Tax Club: Executive Compensation sponsored by Fairport Wealth
Bob Dietz and Patty Shlonsky
June 5, 2025
Special Awards Celebration 2025 sponsored by PNC
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