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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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