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Monday, September 22, 2025
Introduction to LTC Insurance
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September 22, 2025
Brant Steck, CFP® Vice President of BUI
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October 29, 2025
Charitable Gift Annuities – A Deep Dive (Wednesday Program)
Lawrence Katzenstein
November 17, 2025
Valuation
Jacob Katz UHY
December 8, 2025
Tony Nitti | National Tax Partner | EY Private
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