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07/24/2026 Summer Series 1
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01/22/2027 Estate Planners Day
02/17/2027 Monthly Meeting
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04/21/2027 Monthly Meeting
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Please check the following for future topics in which you may be interested:
Succession Planning
Choice of Business Entities
Domestic Asset Protection Trust
Portfolio Management
Insurance/Annuities
Drafting Wills/Trusts
Fiduciary Tax
Artificial Intelligence (AI)
Charitable Gift Planning
Winding Down business
2025 Estate Tax Sunset
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