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UPCOMING EVENTS

July 17, 2018

Birmingham Financial Alliance Summer Social

September 6, 2018

TOPIC: Fiduciary Liability as Trustee

Stephen McDaniel - Williams McDaniel, PLLC

October 4, 2018

TOPIC: The Planning Equilibrium: Motivating Your Clients to Action

John Schwan - Schwan Financial Group

November 1, 2018

TOPIC: Changing World of Estate Planning

Jeff Scroggin - Scroggin & Company, PC