November 9, 2021 – The Intergenerational Wealth Transfer: Disruption, Protection, and Profit

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12:00 pm February 8, 2023 – Planned Givin... @ Harry's Plaza Cafe

February 8, 2023 – Planned Givin... @ Harry's Plaza Cafe

Feb 8 @ 12:00 pm – 1:00 pm

Planned Giving Through the Looking Glass Carla Long interviewed by Suzi Schomer February 8, 2023 Don’t miss the opportunity to learn from Carla’s two decades of experience in the field. Between a professional advisor network of hundreds to accepting planned gifts of every type to creating a large Legacy Society, Carla will share tips on[...]

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