Next Meeting:
Friday, October 2, 2026
2026-2027 Membership Dues
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October 2, 2026
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October 7, 2026
Relationship Foundations: Ethics of the Client Relationship
Elli Becker and Jeremy Guth, as well as guest panelists Andrew Bird and Sean Bailey
November 4, 2026
Artificial Intelligence - Benefits and Ethical Issues
Nancy Rapoport
December 2, 2026
Wisconsin Pooled Trusts
Life Navigators Representative(s)
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