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Upcoming Events - Online

Mindful Retirement, 2-part workshop

4pm, Tuesdays, Sept. 22nd and 29th

Are you really ready for retirement? Has COVID19 given you a taste of what it will be like? Find out how to prepare for the most meaningful retirement you can have. This is an interactive, 2-part workshop to help you prepare for the fulfilling retirement you wish for.

Register by emailing [email protected]

The Perfect Storm for Grantor Lead Trusts

10:30 am, Wednesday, Oct. 28th

Meant for CPAs and Estate Attorneys, this presentation will focus on the special rules for 2020.

Register by emailing [email protected]

Articles of Interest

Date Title Description
9/14/2020 Economic Recovery May Be Slowing COVID19 Economic News and Impacts
8/28/2020 Despite Risks, Economic Recovery Remains on Track COVID19 Economic News and Impacts
8/14/2020 Are the Economic Risks on the Rise? COVID19 Economic News and Impacts
7/24/2020 Signs of a Slowdown but Recovery Still on Track COVID19 Economic News and Impacts

Go to Article Archives for more helpful articles!

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