Next Meeting:
Tuesday, October 8, 2024
Finding A Philanthropic Solution That Works For Your Clients
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October 8, 2024
Cynthia Pritchard - Wells Fargo Bank , N.A.
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November 12, 2024
Optimizing Insurance Strategies in a Changing Landscape
Michael DeFilippo, CLU, ChFC - 1847 Private Client Group
December 10, 2024
Holiday Party
January 14, 2025
Finding A Fiduciary With Limited Choices
Kate Crary, Esq. - Gadsen,Schneider & Woodward
See Full Calendar
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