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UPCOMING EVENTS

January 14, 2020

GRATS & Wealth Transfer Using Debt Strategies

Matt Frank

February 11, 2020

Trust Modifications & Decanting

Jessica Broderick

March 10, 2020

VA & Medicaid Benefits: How Not to Interfere

Rabea Taylor

May 12, 2020

The Human Side of Planning

John A. Warnick