Next Meeting:
Thursday, October 19, 2023
Life Insurance & Annuities in a Changed Planning Environment
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October 19, 2023
Steve Parrish
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November 29, 2023
The Fear Factor: How Good Professionals Get Into Bad Ethical Trouble
Stuart Teicher
January 24, 2024
Recent Developments
Chris Kuehl
February 21, 2024
Trends in Gift Planning/Charitable Opportunities Relating to the Sale of a Business
Patrick Plunkett
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