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Hear advice from the experts! From retirement and investment strategies to charitable giving and estate planning, learn the latest information including recent changes in tax legislation that can impact you and your family.
With guest speakers James E. Meyer, Partner, Greco Planning Group; Raymond C. Radigan, Esq., Managing Director of Trust, US Bank; Eric M. Weigand, Senior Portfolio Manager, US Bank
2 CLE credits, 2 CPE credits