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Monday, September 22, 2025

Introduction to LTC Insurance

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Benefits of Membership

UPCOMING EVENTS

September 22, 2025

Introduction to LTC Insurance

Brant Steck, CFP® Vice President of BUI

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October 29, 2025

Charitable Planning

Lawrence Katzenstein

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November 17, 2025

Valuation

Jacob Katz UHY

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December 8, 2025

Tony Nitti | National Tax Partner | EY Private

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National Association of Estate Planners & Councils

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