Wednesday, September 27, 2017
Capital Markets and Economic Update
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October 26, 2017
ESTATE PLANNERS DAY 2017 - "The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability"
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
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September 27, 2017
Neal Elkin, Director and Sr. Investment Consultant for U.S. Trust, Bank of America
November 30, 2017
Sex, Drugs & Rock ‘N Roll: Family Business Lessons from Metallica
Jeff Savlov, Family Business Consultant, ACFBA - Blum & Savlov, LLP
March 1, 2018
May 10, 2018
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