Next Meeting:
Tuesday, December 3, 2024
“The Economics of Charitable Remainder Trusts: The Best Kept Secret Hiding in Plain Sight”
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WE ARE A GROUP OF FINANCIAL AND LEGAL PROFESSIONALS COMMITTED TO BETTERING OUR CLIENTS, BUSINESSES AND COMMUNITIES BY PARTNERING TOGETHER TO SHARE INFORMATION IN OUR EVER CHANGING WORLD OF FINANCES AND ESTATE PLANNING.
December 3, 2024
Robert Birgen CFP CIMA
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