Next Meeting:
Monday, February 10, 2025
10 Essential IRA Planning Strategies for 2025
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February 10, 2025
Jeffrey Levine – Focus Partners Wealth
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March 31, 2025
Sales to Intentionally Defective Trusts
Jeremiah Doyle, Senior VP at BNY Mellon
April 28, 2025
The ABC's of CRT's: Understanding Charitable Remainder Trusts for Estate Planning
Paul Caspersen
May 15, 2025
Annual Meeting and Happy Hour
Board of Directors
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