Next Meeting:
Tuesday, October 20, 2026
Life Changing Magic of Grantor Trusts, with Sam Donaldson
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October 20, 2026
Sam Donaldson, LL.M., J.D.
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December 8, 2026
Putting the "Success" in Business Succession Planning, with Katie Sheehan
Katherine M. Sheehan, J.D. AEP
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