Next Meeting:
Tuesday, November 19, 2024
Election Impacts on the Estate Planning World & an Economic Update
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November 19, 2024
Ava Jack, Alison Gilbert
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January 21, 2025
LTC Insurance: Investment and Estate Planning Tool - Discussion of the Current Landscape
TBD
March 18, 2025
Tax Cuts and Jobs Act, Expiring Provisions and Implications for Philanthropy
May 20, 2025
2025 Annual Seminar
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