Next Meeting:
Thursday, January 19, 2023
Dinner Meeting
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January 19, 2023
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March 23, 2023
Not your Old School Employee Stock Ownership Plan! Modern Design, Creative Trends and Advisor Opportunities
Daniel M. Zugell, CLU, ChFC, LUTCF, AEP Director/Senior Vice President Business Transition Advisors, Inc.
May 18, 2023
Lunch Meeting
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