Next Meeting:
Wednesday, November 20, 2024
Planning and investing with traditional and non-traditional insurance strategies
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November 20, 2024
Russell DeLibero
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February 19, 2025
Heckerling Review
Kevin Matz
March 26, 2025
Use of Artificial Intelligence in the Estate Planning Process
Steve Teppler, Esq. and Pouya Lavian (Wells Fargo)
May 15, 2025
Estate Litigation – Probate Wars of the Rich and Famous
Russell Fishkind, Esq.
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