Next Meeting:
Wednesday, November 1, 2023
November Meeting
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October 4, 2023
October Meeting - The ABC's of CRTs
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®
See Event Details
November 1, 2023
Elizabeth Forspan, Esq.
February 7, 2024
February Meeting
TBD
March 20, 2024
March Meeting
Paul Lee, Esq.
May 8, 2024
May Meeting
See Full Calendar
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