2025 Officers
Term of Service: January 1, 2025 - December 31, 2025
|  | PRESIDENT 
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 | PRESIDENT-ELECT 
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 | TREASURER | 
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 | SECRETARY | 
|  | IMMEDIATE PAST PRESIDENT Mary Katherine "Kit" Mac Nee, CFP®, CRPC, QPFC® Morgan Stanley Beverly Hills, CA Representing the Insurance & Financial Planning Discipline | 






