Next Meeting:
Tuesday, October 11, 2022
Retirement Planning with Charitable Remainder Unitrusts and Deferred Charitable Gift Annuities
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Please contact us to list your company on our Sponsors page.
October 11, 2022
Jane Peebles, Karlin & Peebles, LLP
See Event Details
November 8, 2022
Digital Assets & Cryptocurrency
Andrew R. Boyer, Esq., B.C.S.
December 13, 2022
Members-Only Holiday Party
January 10, 2023
Business Exit Planning
James Bruner, CFP, MPAS, CPWA, CEPA
See Full Calendar
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