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Tuesday, January 21, 2025
January 2025 Virtual Networking
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January 21, 2025
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February 11, 2025
Luncheon: Updates from the 2025 Heckerling Institute sponsored by Fairway Wealth Management LLC
Joseph Mentrek
March 11, 2025
Luncheon: Valuing and Giving the Weird Stuff sponsored by BNY Wealth
Katie Collin, Cleveland Foundation and Patrick Polomsky, Stout
April 23, 2025
Breakfast (Independence): Advanced Care Planning Panel sponsored by Stout
Allison McMeechan, Matt Slain, and Catherine Rush
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