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UPCOMING EVENTS

March 3, 2021

Success when Charitable Planning meets Estate Planning & Business Owner Exit Planning

Ed Cotney, National Tax & Charitable Planning Specialist

April 7, 2021

A Trustee's Tale

Karen Sugihara, Senior VP & Regional Fiduciary Manager at Wells Fargo

May 5, 2021

The Taxman Cometh!

Panel Discussion - CPA, Wealth Advisor, Attorney, and Insurance Agent

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