Member Renewal

October 20, 2026

Life Changing Magic of Grantor Trusts, with Sam Donaldson

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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April 28, 2027

Unlocking Hidden Value: Life Settlements for High-Net-Worth Clients and Business Owners

Scott Etish

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UPCOMING EVENTS