| Date | Topic | Speaker |
|---|---|---|
| October 12, 2024 | How to Increase Income in a Falling Interest Rate Environment | Michael Lewis |
| November 9, 2024 | Sustainable and Responsible Investing | Peter Krull |
| December 14, 2024 | Estate Planning | Florence Smith |
| January 11, 2025 | Sailing in Uncharted Waters | Dennis Stearns |
| February 8, 2026 | Update on Tax Laws | Tim Nordgren |