| Date | Topic | Speaker | April 12, 2025 | TBD | Bizzy Craft of Fidelity |
|---|---|---|
| May 17, 2025 | Retirement | Christine Benz of Morningstar |
| June 14, 2025 | Digital Assets | Tim Whitney |
| July 12, 2025 | TBD | John Kosar |
| August 9, 2025 | TBD | Richard Hill |
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| February 8, 2026 | Update on Tax Laws | Tim Nordgren |