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FEATURED EVENTS
December 1, 2020
Navigating the Current Charitable Planning Landscape: A View from the Inside
Ginger Mlakar, JD, CPA, AEP
March 9, 2021
How to Navigate Changing Capacity in Dementia Clients
Megan Carnarius, RN, NHA, LMT
June 8, 2021
Put Cash Balance & Defined Benefit Plans to Work - For Professional Practices, Partnerships and Profitable Small Businesses
Robert Pyle, CFP, CFA
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