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Our next meeting is Wednesday, January 20, 2021
Guest Speaker: Kristin Helgason
Topic: Donor Advised Funds as Giving Vehicle
Please contact Wilma to RSVP
Upcoming Meetings:
February 16 – Tax Panel Discussion – Tax Planning: New Ideas and Opportunities for Wills & Estates
April 16- Sharon Hartung, Your Digital Undertaker: Digital Estate Planning
May 18- Legal Panel Discussion: Advanced Care Planning
June 16 – Planning for Elder Care: a look at the process and costs involved