Links

September 26, 2023

Breakfast meeting: Mom Always Liked You Best: Helping Clients Manage Trust and Estate Disputes

Casey Marshall

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October 24, 2023

Fall Social Event

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November 16, 2023

Breakfast meeting: Tax Update

Greg Carlson, CFP®, MBT, CDFA™, RICP®, CM&AA, CPA/PFS

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January 23, 2024

Zoom Only Event: 2024 Economic Outlook and Market Update

Herb Schechter, CPA

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UPCOMING EVENTS