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UPCOMING EVENTS

November 12, 2026

Advanced Charitable Brain Teasers

Bryan Clontz

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November 17, 2026

Qualified Retirement Plans and IRAs – Planning Under SECURE 2.0 Act of 2022 and 2024 Final Regulations

Cannon Teleconference

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December 10, 2026

The Current Market Environment: A Long-Term Investment Perspective

Matt Clark

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January 21, 2027

Trust Planning With Beneficiary Well-Being In Mind: How Advisers Can Help Prepare The Next Generation For Inherited Wealth

Todd Flubacher

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