Next Meeting:
Thursday, October 10, 2024
Advisor Education Series - Creative Tax Mitigation and Philanthropy for Business Owners and Large Estates
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October 10, 2024
Melinda “Myndi” Aven, CLU, ChFC, RICP, WMCP & Mark Gurley, CLU, ChFC, CAP
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November 14, 2024
Advisor Education Series - What’s Fair Is Not Always What’s Equal: Navigating Complexity with Your Clients
Adam Russell, JD
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