Next Meeting:
Tuesday, October 20, 2026
The Power of Effective Transparency: How To Establish Trust & Collaboration In A Complex Family System
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October 20, 2026
Luke Jernagan, Managing Director -- Matter Family Office
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November 17, 2026
Federal Economic Outlook: Planning Through Uncertainty
Joshua Caron, VP of Government Relations, M Financial Group
February 23, 2027
Gift Tax Unwrapped: Updates, Forms & Pitfalls
Laura Hinson, CPA, Managing Director -- Deloitte Tax LLP - Raleigh
March 23, 2027
Business Transition Panel: Practical & Legal Aspects of Business Succession Planning
James R. Jolley, Smith Anderson & Additional Panelists TBD
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