Next Meeting:
Thursday, October 23, 2025
Joint Social Networking Event with CFA Society St. Louis
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October 23, 2025
None
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October 29, 2025
Charitable Gift Annuities – A Deep Dive (Wednesday Program)
Lawrence Katzenstein
November 17, 2025
Valuation in Estate Planning After the One Big Beautiful Bill
Jacob Katz UHY
December 8, 2025
Tony Nitti | National Tax Partner | EY Private
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