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July 16, 2025
The future of Wealth Management/Estate Planning from the perspective of 36 years in the business.
Jon Dahlstrom
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August 20, 2025
The Optimized Gift Trust & Funding Designs: A Turnkey Solution for Pre-2026 Gift
Jonathon Morrison
September 17, 2025
Charitable Giving Strategies for Attorneys and Accountants Enjoy Giving: Unlocking the Power of Philanthropy—for Your Clients and Yourself
Eric Zimmer
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