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Events & Workshops

Events will take place online unless otherwise indicated.

Upcoming Events

No upcoming events at this time. Check back soon.

Past Events

Mar 28, 2025

Solving Your Client’s Retirement Asset Concerns with Charitable Giving

Nov 15, 2024

Strategic Year-End Tax Planning: Key Techniques for Success

Jul 16, 2024

Professional Advisors Networking Reception (PHOTOS)

Jun 14, 2024

2024 Tax & Financial Planning Tune-Up: Stay Ahead of the Changes

Jan 25, 2024

Webinar with Hon. Richard A. Robinson

Nov 28, 2023

The Case for Offering Charitable Giving Services

Jun 29, 2023

Professional Advisors Networking Reception

Feb 16, 2023

Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution (RECORDED)

Sep 22, 2022

It’s Not Ozzie and Harriet: Estate Planning for Modern Families

Jun 23, 2022

Professional Advisors Networking Reception