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When:
July 10, 2025 @ 2:00 pm – 3:00 pm
2025-07-10T14:00:00-04:00
2025-07-10T15:00:00-04:00
Join our monthly trimester webinar presented by Michael G. Connell, Director of Advanced Planning, that will provide you with an overview of gifting and today’s opportunity, so that you can help clients optimize their legacy plan.