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UPCOMING EVENTS

October 7, 2019

Donor Advised Funds: The Swiss Army Knife of Charitable Planning

Bryan Clontz, Charitable Solutions, LLC

November 4, 2019

Medicare Planning

Diane Omdalh, RN, MS, 65 Incorporated

December 2, 2019

Holiday Party

January 6, 2020

Economic Update

Charlie Renhard, Citi Private Bank