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Calendar of Events

Unless otherwise noted in red, all meetings will be held at Max's Tavern at the Basketball Hall of Fame, Springfield, beginning at 11:45 a.m. Cost per attendee is $40 for paid members, $45 for nonmembers.  (Jacket and tie for men, business attire for women required)

Following is the meeting schedule for our fiscal year 2020-2021.

Meeting Dates Speakers Topics
Tuesday, September 15, 2020
Virtual Meeting
Senator Eric Lesser
(See Bio.)
See Meeting Notice.
Tuesday, November 10, 2020
Virtual Meeting
Kevin Blanton
(See Bio.)
Wealth Transfer Planning: Creating Flexibility in Uncertain Times
(See Notice)
Tuesday, January 12, 2021
Eun Mi Kwon, Stacey LaPierre (See Bio.) 2020 Individual and Business Tax Updates
(See Notice)
Tuesday February 9, 2021 Nick Noreen, Kelly
Kowalski (See Bio.)
The Economic and Market Outlook for 2021
(See Notice)
Tuesday, March 9, 2021 Bonny Gilbert
(See Bio.)
Understanding Reverse Mortgages and Their Applications in Planning (See Notice)
Tuesday, May 4, 2021
Virtual Meeting Joint with WNEU
Robert S. Keebler
(See Bio.)
Hot Topics in Estate Planning: A Morning with Robert S. Keebler (See Notice)

Note: Annual Member Dues are due on September 15, 2020.

 


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