Next Meeting:
Tuesday, February 10, 2026
Section 351 ETF Exchanges
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February 10, 2026
Jim Klepper, Highland Capital Management
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March 3, 2026
What to Look for in a Business Valuation Report
Greg Coats, BCG Valuations
May 12, 2026
Estate Planning Update
Jennifer Goode, Bernstein Private Wealth Management
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