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Upcoming Events

1 to 9 of 9 events

October 2024

Estate & Charitable Planning Considerations for LGBTQ Clients

When: Oct 8, 2024 from 12:00 to 13:00 (ET)

Family Mission & Legacy Planning

When: Oct 10, 2024 from 14:00 to 15:00 (ET)

Tax Planning for Businesses, Maybe Even Yours

When: Oct 15, 2024 from 14:00 to 15:00 (ET)

International Post-Mortem Estate Planning & Litigation

When: Oct 16, 2024 from 11:00 to 12:00 (ET)

Voice and Choice – Important Discussions Around Legal Decision Making for Adult Students

When: Oct 17, 2024 from 12:00 to 13:00 (ET)

Understanding and Working with Your Clients with ADHD

When: Oct 23, 2024 from 12:00 to 13:00 (ET)

How to Generate More Prospects and Convert Most of Them

When: Oct 29, 2024 from 15:00 to 16:00 (ET)

November 2024

Five Estate Planning Documents You Should Know About

When: Nov 12, 2024 from 15:00 to 16:00 (ET)

Parsing the November 5th Election Results: Impact on the Financial Planning Profession

When: Nov 21, 2024 from 16:00 to 17:00 (ET)

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