Next Meeting:
Wednesday, October 5, 2022
Special Needs Trusts – Blessing the Lives of Those in Greatest Need
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October 5, 2022
Ronda Gardner
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November 2, 2022
Federal Tax Update
Doug Flake, Partner at Squire and Company
December 7, 2022
Digital Assets
Brandon Vongsawad
January 4, 2023
Understanding How and When to Appropriately Integrate Insurance Products into a Financial and Estate Plan to Align with Client Values
Tyler Vongsawad
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