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®
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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
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