| Date | Topic | Speaker |
|---|---|---|
| April 13, 2024 | Presentation and Discussion of the 2024 Chapter Survey | David Drake |
| May 11, 2024 | Strategies for Sustainable Income in Retirement | Richard Hill |
| June 8, 2024 | TBD | |
| November 9, 2024 | AI assisted Robo Investing | Ed Barsano |
| February 15, 2025 | Update on Tax Laws | Tim Nordgren |