Next Meeting:
Tuesday, January 21, 2025
Long-Term Care – Industry Update
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January 21, 2025
David Wolf
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March 18, 2025
The Tax Cuts and Jobs Act: What's Next and Implications for Your Clients
Juan C. Ros, CFP®, AEP®, CEPA®, CVGA®
May 20, 2025
2025 Annual Seminar
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