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February 4, 2020

Meeting #3 - Pre-and-Post Transaction Planning for Business Owners

Andrew Bishop, CFA (Bernstein Wealth)

February 4, 2020

SPONSORSHIP - FEBRUARY 4, 2020

March 3, 2020

Meeting #4 - The Secure Act

Bob Keebler

May 12, 2020

Meeting #5 Top Tax and Estate Planning Techniques after Tax Reform

Paul Lee