April 2024 Lunch & Learn

by | Jul 30, 2024 | Lunch & Learn

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Big thanks to everyone who joined our April 2024 Lunch & Learn! It was fantastic to have such a great turn out. Special shoutout to our three insightful speakers, Mark Benson, James Kreitler, and Jason Blum. Great information was shared regarding tax-efficient estate planning and wealth preservation. Stay tuned for more Lunch & Learns!

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