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Professional Advisors’ Series: Closely-held Business Interests
August 22, 2017 @ 3:00 pm - 5:00 pm
Session 2 of the three-part Professional Advisors’ Practice Building Series will focus on ways financial, legal, and estate planning individuals can help their clients realize their philanthropic vision and determine a best course of action that is unique to each individual. Note: we’re at a new location in August! Networking begins at 3:00 pm and the program begins promptly at 3:30. Lite refreshments will be served.