Thursday, March 7, 2019
TOPIC: Insurance Planning Horizons in a Fiduciary World
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March 7, 2019
Steve Briggs and Larry Adams, Longevity Quest
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April 4, 2019
TOPIC: Elder Capacity Issues
Judy Shepura, Dominick, Feld, Hyde P.C.
May 2, 2019
TOPIC: Charitable Gifting Strategies
Bill High - The Signatry and Peter Dobelbower - Hobby Lobby
September 5, 2019
TOPIC: Post Mortem Tax Elections Available to the Executor
Jeremiah W. Doyle, BNY Mellon
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