Next Meeting:
Wednesday, September 17, 2025
A Capital Markets and Economic Outlook for 2025 and Beyond
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September 17, 2025
Heather L. Kidde, CFA; Senior Vice President, Senior Wealth Manager/Portfolio Manager; BNY Mellon Wealth Management
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October 15, 2025
October event (Breakfast meeting - Time TBD)
TBD
November 12, 2025
November event (Time TBD)
February 18, 2026
Heckerling 2026 Review and Deep Dive (Time TBD)
Glenn Henkel, J.D., LL.M, CPA and Joy Matak, J.D., LL.M
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