Next Meeting:
Wednesday, September 10, 2025
Case Study Collaboration
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September 10, 2025
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November 19, 2025
Tools & Techniques of Estate Planning for Modern Families
Wendy Goffe, Ogden Murphy Wallace Law
January 21, 2026
Special Needs Estate Planning
Darryl Lynch, Oppenheimer & Co.
March 18, 2026
TBD
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