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UPCOMING EVENTS

January 28, 2020

Breakfast Meeting: Property & Casualty Insurance - The Overlooked Gap in Financial Advice

Brandon Hillman

February 25, 2020

Breakfast Meeting: Heckerling Review

TBA

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