Tuesday, January 28, 2020
Breakfast Meeting: Property & Casualty Insurance - The Overlooked Gap in Financial Advice
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January 28, 2020
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February 25, 2020
Breakfast Meeting: Heckerling Review
March 24, 2020
Breakfast Meeting - You and Your Aging Clients: Long Term Care & Critical Illness Planning
Kelly Decker, MS, LUTCF, Ph.D.
April 28, 2020
Breakfast Meeting: Qualified Opportunity Zones-What Investors Should Know
Nina Streeter and Jennifer Proper
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