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Tuesday, October 15, 2024
ELECTION INSIGHTS
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October 15, 2024
Rick Mullaney
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November 5, 2024
YOUR CLIENT IS IN CHARGE, but THEY NEED DIRECTION
William R. Verhagen CFP®, CPA*, CFS, CLU®, ChFC®, CASL®, RICP®,
December 3, 2024
HOT TOPICS IN THE ESTATE PLANNING WORLD
A Panel Discussion Featuring Area Professionals
January 21, 2025
SUNSET of GIFT & ESTATE EXEMPTION
Jason Palmisano, J.D., LL.M
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