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May 13, 2025
Using Pooled Trusts as a Safety Net when Drafting Estate Plans
Rachel Baer, Esq.
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September 16, 2025
Planning for the 99% of Us
Jordon Rosen, CPA, MST, AEP
November 18, 2025
Charitable Giving: The Smartest Ways to Donate to your Church or Organization
Matthew J. Parker, CELA
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