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Wednesday, March 3, 2021

Virtual Dinner Meeting
"Understanding Social Security and How It Affects an Estate Plan."

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UPCOMING EVENTS

March 3, 2021

Virtual Dinner Meeting
"Understanding Social Security and How It Affects an Estate Plan."

Mary “Kit” Mac Nee, CFP, CRPC

See Event Details

April 7, 2021

Virtual Dinner Meeting

Gary Rosen, CPA - Marcum, LLP

See Event Details

May 5, 2021

Breakfast Education Meeting

TBD

See Event Details

June 2, 2021

Annual Dinner Meeting

TBD

See Event Details

See Full Calendar

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