Next Meeting:
Thursday, March 18, 2021
Anatomy of a Property/Casualty Review
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March 18, 2021
Josh White
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April 22, 2021
Intersection of Divorce and Estate Planning
Beth Vogelsang & Christy O’Brien, Esqs.
May 20, 2021
TBD
J. Corey Vertich, CFP
September 16, 2021
Picasso or Porsche? Understanding Collections as Financial Assets
Patrick Trittler & Colleen Boyle
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