Next Meeting:
Tuesday, September 26, 2023
SECURE Act 2.0
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September 26, 2023
Christine Roberts, Mullen & Henzell
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October 24, 2023
Multidisciplinary Estate Planning Workshop
Workshop
November 28, 2023
Valuation Issues in Estate Planning
David P. Adams, CPA, ABV, ASA
January 23, 2024
2024 Economic Forecast
Christopher Shipley, Chief Investment Strategist – Northern Trust
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