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Tuesday, November 18, 2025
Optimizing a Gift Trust and CLAT in the OBBB Era
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November 18, 2025
Jonathan Morrison, Senior Partner, Frazer, Ryan, Goldberg & Arnold LLP
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January 27, 2026
2026 Outlook - The Future of Investing: Key Themes Reshaping the Global Economy
Joseph O'Flaherty, MBA, Chief Investment Officer - Channel Wealth
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